Who has access to approval requests?
The security logics in ApprovalMax restrict the access to approval requests.
Any particular request can only be seen by:
- The Requester (the person who created the request)
- The Approvers who make an approval decision for the request
- The Organisation's Administrators
- The Auditor
No one else can see the request.
for organisations not connected to Xero or QuickBooks Online (use stand-alone requests) Roles in ApprovalMax
Roles in ApprovalMax
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
How can I set up an approval matrix?
This is how you define the conditions for the selection of Approvers in a step: In the main menu select your Organisation and open Approval workflows page under "Workflows and settings" section. Choose the approval workflow. Inside, navigate to the ...
How alternative rules in the approval matrix work
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice or Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...
What is a Default Approver?
When a new tracking category, inventory item, or account code is added in Xero, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be specified ...
Where can I find the reporting function?
To access the reporting feature, navigate to the main menu in the upper left-hand corner and select "Reports" under your Organisation: There are default reports already available, which can be adjusted if required: Bills pending approval Purchase ...