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 individual Approvers:
Once enabled, Approvers can edit requests at any stage without restarting the workflow. Mandatory editing of certain fields can be put in place to ensure that essential changes are made.
Additionally, you can restrict Approvers with editing permissions in terms of certain values, as specified in the editing matrix:
Additionally, you can restrict Approvers with editing permissions in terms of certain values, as specified in the editing matrix:
What is the Review step?
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:
- 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:
- Comprehensive review process: Reviewers can make necessary adjustments and provide feedback before requests are submitted for approval:
- 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:
What are the differences?
| Editing on Approval | Review step |
| Xero, TBD QuickBooks Online, TBD NetSuite | Xero, QuickBooks Online, TBD NetSuite |
| Advanced and Premium plans, trials and All Features trials | Advanced and Premium plans, trials and All Features trials |
| Workflows for Xero Purchase Orders/Bills/Sales Invoices/ Quotes | Workflows for Xero: Purchase Orders/Bills/Sales Invoices/ Quotes/Contacts/Manual Journals/Credit Notes Workflows for QuickBooks Online: Purchase Orders/Bills/Expenses/ Sales Invoices/ Vendors/Journal Entries |
| In any approval step | A separate Review step at the very start of a workflow |
| Compatible with the Review step Not compatible with the old Review functionality Please note: If you enable Editing on Approval, this will remove the old Review functionality | Compatible with the old Review functionality Compatible with Editing on Approval |
| All fields can be modified | All fields can be modified |
| In any step, without a workflow restart | Only in the first step. Approvers can return a request for review. |
| Editing on Approval permissions for Approvers are inherited for the duration of the substitution period | N/A |
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