Video: How to configure Auto-Approvals (Stand-alone)

Video: How to configure Auto-Approvals (Stand-alone)

ApprovalMax product walk-through: how to configure Auto-Approvals


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    • Video: How to configure Auto-Approvals (Xero)

      ApprovalMax product walk-through: how to configure Auto-Approvals:
    • What is the Auto-Approval step?

      Xero QuickBooks Online NetSuite Cin7 Core Stand-alone Xero The Auto-Approval step is an additional first step in workflows that's available during trial periods and Advanced Features trials as well as with Advanced/Premium plans. In this step, you ...
    • How to set up an Auto-Approval step (Xero)

      In the main menu, select the Organisation for which you want to specify an Auto-Approval step. Then go to Approval workflows under Workflows and settings. Open the workflow for which you want to specify an Auto-Approval step and click on the + ...
    • What is the Watcher functionality? (Stand-alone)

      The Watcher 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 updates ...
    • 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 ...