When does an Organisation's Administrator get notified?
There are some cases where an Organisation's Administrator gets notified, irrespective of the notification settings under “My profile”:
- Rejection according to a safety catch
An Organisation's Administrator will be notified if a request is auto-approved or
auto-rejected according to safety catch settings, i.e., there was no Approver
added during the approval workflow setup provided that instant notifications are turned on in "My profile" settings.
- Disconnection of an Organisation
Unfortunately, disconnections do occur from time to time. If an ApprovalMax
Organisation gets disconnected from the accounting Organisation, Administrators are
notified and need to reconnect.
detection – bypassing the approval workflow
Administrators are notified about fraud activities if the checkbox "Notify
the Organisation's Administrators about documents that bypassed the ApprovalMax
workflow" has been activated in the Bill workflow settings:
with the lock date
Administrators are also notified if a request cannot be processed due to the
- Summary of issues for Administrators
In case there is any issue regarding an Organisation, the
Administrator will be notified with the daily summary.
Does an Administrator need to add account managers to an Organisation?
There are two possible scenarios: Organisations created by the account owner: When the account owner creates an Organisation, all then existing account managers are added automatically as Administrators. Any account managers that get added after the ...
How can an Organisation's Administrator request the transfer of an Organisation?
ApprovalMax does support the transfer of Organisations to another account. There are two ways to move Organisations between accounts: An Account Owner can start the transfer of Organisations that belong to their account. An Organisation's ...
Administrator Guide is available on our website, please follow this link to find it : ApprovalMax – Administator Guide
How can I claim my Partner Organisation?
To request your free Partner Organisation, log into your ApprovalMax account and click on your account avatar to access "Billing & Subscriptions": Find your Organisation under the Organisations tab. Then click on the three-dot menu and nominate an ...
How do accountants get notified about Bill approvals?
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the person who ...