Report scheduler (Stand-alone)
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you ...
Report scheduler (NetSuite)
Instead of generating reports manually every time you need one, you can schedule the creation and specify who you want to receive such report – everybody will find it in their inbox right on time. Depending on your needs, scheduled reports can be ...
What is the "Watchers" functionality? (Stand-alone)
The "Watchers" functionality in ApprovalMax allows users to closely monitor and stay informed about specific approval requests within the system. When a user is assigned as a "Watcher" for a particular request, they will receive notifications and ...
Who can add Watchers to a request? (Stand-alone)
Other watchers Requesters Any Approver of the request (in any approval step) Organisation Administrators
What Watchers can/cannot do (Stand-alone)
As a Watcher in ApprovalMax, you have certain capabilities and restrictions. Here's a breakdown of what Watchers can and cannot do: Watchers can Watchers cannot View the document details Change the status of a document (approve or reject) Receive ...