Parallel and sequential approvals in Xero

Parallel and sequential approvals in Xero

ApprovalMax supports both parallel and sequential approvals for documents.

  1. Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document.
  2. Set sequential approvals if you have approvers from different departments.

To set up parallel approvals, add several Approvers to the same step. All / any of them  (based on the selected approval condition) have to approve before the document moves on to the next step.



To set up sequential approvals, add Approvers in several steps. The document moves on to the next step (and next Approver) once the Approver in the previous step has approved.



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