The new navigation menu

The new navigation menu

Our new in-product navigation is now available to every user and can be enabled manually after logging into ApprovalMax.
Click on the “Try now” button in the left menu to switch to the new navigation. You can go back any time by using the respective button at the bottom of the menu: .

Benefits of the new navigation:

  • You can easily switch between Organisations using a drop-down menu if you have more than one Organisation as well as search by the Organisation name if you have a lot:

  • Your documents (i.e. approval requests) are now sorted by type: Purchase Orders, Bills, Sales Invoices, etc.:

  • Each request-type folder is split into subfolders representing a certain status (On Approval, Approved, Cancelled, Rejected, etc.) to allow quick access to particular requests:

  • New requests can be created using the “+” button next to one of the activated request types in the new menu:

  • There are two quick access sections containing all types of documents: “My approval required” for Approvers, and “Created by me” for checking the status of submitted requests. Plus, there’s also a separate folder for all your draft documents:
  • All settings are now in the separate folder "Workflows and settings":
  • High-level reports and line-item reports are available in the Reports folder:

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