What happens if I delete the workflow? (Stand-alone)
If you accidentally delete your workflow, it is not possible to recover it, unfortunately.
You can create a new workflow from scratch or copy/adjust it.
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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 ...
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 ...
What happens with a document in ApprovalMax if I delete it in Xero?
If you delete an approved document in Xero, this information will be passed on to ApprovalMax. Therefore, the document in ApprovalMax will be cancelled. If you need to remove such a document from ApprovalMax, please contact support.
How can I specify instructions for Requesters? (Stand-alone)
An Organisation's Administrator can provide a message that will be shown to Requesters during request creation. This is how instructions for Stand-alone Requesters can be set up: In the main menu (in the left upper corner) select your Organisation ...
How to delete (offboard) a user in ApprovalMax (Xero)
What is the Offboarding feature? The Offboarding feature allows you to delete (offboard) users without leaving unnecessary traces that would block other operations in this Organisation. You can also replace offboarded users in their role as authors ...