What is the Review step in ApprovalMax?
Review step is an 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.
This article applies to:
- Stand-alone users
- Xero users
- QuickBooks Online users
- NetSuite users
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:
Frequently Asked Questions (FAQs)
In which plans is the Review step functionality available for 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
In which plans is the Review step functionality available for Xero?
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
Related Articles
How do I set up the Review step in an ApprovalMax workflow?
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 ...How do I set up the Review step in an ApprovalMax workflow?
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 ...How do I set up the Review step in an ApprovalMax workflow?
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 ...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 ...How can Approvers return a request to the Review step? (QuickBooks Online)
Approvers can return a request to the Review step from any approval step without having to reject it: Requests that were returned to the On Review status can be edited and resubmitted for approval. When a request is submitted for approval from the ...