Video: How to configure Auto-Approvals (Xero)

Video: How to configure Auto-Approvals (Xero)

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


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    • What is the Auto-Approval step?

      Xero QuickBooks Online NetSuite 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 can enter ...
    • Configuring parallel and sequential approvals

      Overview How to set up parallel approvals How to set up sequential approvals Overview ApprovalMax supports two types of approval logic to suit your Organisation's structure and approval policies: Parallel approvals: multiple Approvers are assigned to ...
    • How to set up the Auto-approval step

      Overview How to set up the Auto-Approval step Configuring the Auto-Approval settings How to delete an Auto-Approval rule Overview The Auto-Approval step in ApprovalMax automatically approves requests that meet certain predefined conditions, ...
    • Does the Standard plan have the Auto-Approval step? (Xero)

      The Auto-Approval functionality is only available with Advanced/Premium subscriptions. If you'd like to try the Auto-Approval feature, you can request a free Advanced Features trial for 14 days, or upgrade your subscription. Please contact our ...
    • How does the approval of Contacts work?

      In ApprovalMax you can configure a multi-step approval workflow for the creation of Contacts. This is a separate workflow that you need to set up and activate in order to use the Contact approval process in ApprovalMax. This is how it works: A new ...