Video: How to configure Auto-approvals? (NetSuite)

Video: How to configure Auto-approvals? (NetSuite)

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

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    • 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 an Auto-approval step (Cin7 Core)

      The Auto-approval step is an additional first step in workflows that's available during trial periods, Advanced Feature trial periods and in Advanced/Premium plans. In this step, you can enter conditions for the automated approval of requests ...
    • How to pull Bills from NetSuite

      It is possible to configure ApprovalMax in a way that it pulls all Bills in the Pending Approval status from NetSuite and starts the respective approval workflow for them. In order to do so, go to the Bill Approval workflow, click on the Add ...