Getting started guide for stand-alone workflows
What is a stand-alone workflow?
Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request for time off, travel request.
How can I sign up for stand-alone workflows?
Stand-alone workflows are available with ApprovalMax Premium plans, which allow you to create as many stand-alone workflows as you need.
What can I approve using a stand-alone workflow?
How do I set up a stand-alone workflow?
1. Under your Organisation, navigate to Workflows and Settings and open the Approval Workflows page: 2. Click on the “+” button in the Stand-alone Workflows section:
3. You’ll see an empty workflow that needs setting up. By default, the Account Owner is specified as the Requester and Approver.
Start by entering a name for the workflow and then change/add Requesters in the first step – they will be able to create approval requests and upload documents for approval:
4. In the next step, add the Approvers. You can have as many approval steps as you need: 5. A click on the icon will open the approval matrix where you can specify the approval rules for each step. You can also create new drop-down fields here, by clicking on “Add a field”:
Then click on DONE to save the changes you made to the approval matrix.
6. When finished, click on ACTIVATE THE WORKFLOW:
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero Accounts Payable Purchase Order Creation and Approval workflow Bill Creation, Review and Approval workflow AP ...
How can I set up ApprovalMax as a stand-alone solution?
Apart from working seamlessly with a number of accounting platforms, ApprovalMax can also help improve other workflows within an organisation to increase transparency and control. Typical examples include contract approvals, capital expenditures ...
Attaching files to stand-alone requests in ApprovalMax
During the creation of stand-alone requests in ApprovalMax, you can attach files. However, some technical limitations do apply: · File extensions: any - except .exe, .com, .iso, .dex, .crx, .dmg, .ps1, .msi, .cmd, .bat · Max. file ...
For which Organisations are stand-alone workflows available?
Stand-alone workflows are available for Organisations with: Normal trials Advanced feature trials with a standard subscription Premium subscriptions Partner status: Partners can nominate one of their Organisations as a free Partner edition ...
How can I test a stand-alone solution?
Please follow the steps below to test a stand-alone solution: Navigate to the main menu in the upper left-hand corner, in Organisation selection section click on "+ Add an Organisation": In the pop-up window, select "Connect later" and "Next": Then, ...