Who gets notified about approvals, rejections and comments?
Who gets notified about approvals:
Please note: Approvers won't be notified about approvals made by other Approvers.
Who gets notified about comments:
Please note: the Approvers of later steps won't be notified about comments.
Please note: Approvers are not notified about rejections.
Who gets notified about rejections:
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 ...
Why is the accountant not getting notified?
All Bills in the Bill approval workflow are created on behalf of a user called "Xero Requester". This user is notified about all key events: approvals, rejections, comments. A common reason for the Xero Requester to not get any notifications is that ...
How can I set reminders of pending approvals?
In the mobile app, Approvers can set reminders so that they don't forget about approvals waiting for their decision. They will then receive a push notification according to their respective choice. This is how you set a reminder: Click on REMIND ME ...
I'm going on holiday. How can I set up Out of Office and delegate my approvals?
When you are going on holidays/sick leave you can set up Out of Office. The person set there is a delegate for yourself, who will take care of requests submitted for your approval while you're unavailable. Note: · It is not possible to loop ...
Parallel and sequential approvals (stand-alone)
ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document. Set sequential approvals if you have approvers from ...