Parallel and sequential approvals (Stand-alone)
Parallel and sequential approvals (Stand-alone)
ApprovalMax supports both parallel and sequential approvals for documents.
- Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document.
- Set sequential approvals if you have approvers from different departments.
To set up parallel approvals, add several Approvers to the same step. Then decide whether you want any or all of them to approve before the document can move on to the next step. In the illustration below, the selected approval condition "All" determines that all Approvers have to approve:
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.
Related Articles
Parallel and sequential approvals in Xero
ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document. Set sequential approvals if you have approvers from ...Where I can find a reporting function? (Stand-alone)
To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...Parallel and sequential approvals in NetSuite
ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several Approvers in one step and need any or all of them to approve a document. Set sequential approvals if you have Approvers from ...Parallel and sequential approvals in QuickBooks Online
ApprovalMax supports both parallel and sequential approvals for documents. Set up parallel approvals if you have several Approvers in one step and want either any or all of them to make an approval decision. Set up sequential approvals if you have ...Contract approvals (Stand-alone)
Stand-alone requests allow users to initiate approval processes for specific documents or transactions independent of any existing workflow/ integration with accounting system. ApprovalMax enables multi-step approval workflows for such matters. Among ...