What is the Review step?

What is the Review step?

ApprovalMax is introducing the Review step, a new and independent step that enhances the accuracy and efficiency of your approval workflows. The Review step is positioned before the Auto-approval step. As this makes it the first step of an approval workflow, it provides a dedicated stage for a thorough review and validation.

Key features of the Review step:
  1. Configurable routing rules: define specific routing rules in the Review matrix to assign one or more designated Reviewers to each request before it enters the approval process:


  2. Comprehensive review process: Reviewers can make necessary adjustments and provide feedback before requests are submitted for approval:


  3. Flexible returns to the Review step: Approvers can return requests to the Review step for further revision, which ensures that all requirements are met before the final approval:




    • Related Articles

    • How to set up a Review step

      In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval Workflows under Workflows And Settings: Open the workflow for which you want to set up a Review step. Click on the “+” icon and select "Add Review ...

    • In which plans is the Review step functionality available? (QuickBooks Online)

      The Review step is available for ApprovalMax Organisations under one of the supported subscription plans: ApprovalMax Trial Organisations connected to Xero (during the free 14-day trial period) ApprovalMax Advanced plan ApprovalMax Premium plan

    • What is the difference between the Review step and the Editing on Approval feature?

      What is the Editing on Approval functionality? Approvers with editing privileges can change requests during the approval process without having to reject them. ApprovalMax Administrators and Workflow Managers can grant editing permissions to ...

    • In which plans is the Review step functionality available?

      The Review step is available for ApprovalMax Organisations under one of the supported subscription plans: ApprovalMax Trial Organisations connected to Xero (during the free 14-day trial period) ApprovalMax Advanced plan ApprovalMax Premium plan

    • How to set up a Review step (QuickBooks Online)

      In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval workflows under Workflows and settings: Open the workflow for which you want to set up a Review step. Click on the + icon and select "Add Review ...