Where can I find the reporting function? (NetSuite)
Important note: Reports are only available for users with Administrator or Auditor role assigned.
Learn more, how you can assign a new role to a user here.
* If you are interested in enabling this functionality for your ApprovalMax Organisation, please contact us.
Report scheduler (NetSuite)
Instead of generating reports manually every time you need one, you can schedule the creation and specify who you want to receive such report – everybody will find it in their inbox right on time. Depending on your needs, scheduled reports can be ...
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...
Where can I find the reporting function? (Cin7 Core)
In the main menu select your Organisation and open the Reports section: There are default reports already available, which can be adjusted if required: However, you also have the option to create your own report with filters that reflect your ...
Where can I find the reporting function?
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports" section: There are default reports already available, which can be adjusted if required: Bills pending approval ...
How to pull Expense Reports from NetSuite
You can configure ApprovalMax in a way that it pulls all Expense Reports in the Pending Approval status from NetSuite and starts the respective approval workflow for them. In order to do so, go to the Expense Report workflow, click on the Add ...