Do ApprovalMax users need to have a NetSuite license?

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  ApprovalMax extends the online accounting platform NetSuite with approval-driven financial controls for Accounts Payable. It replaces paper- and email-based approvals with fully automated multirole and multitiered approval workflows to ensure spend ...

• Why is the accountant not getting notified? (NetSuite)

  All Bills pulled to ApprovalMax from NetSuite are created on behalf of a user called NetSuite Requester. This user is notified about all key events: approvals, rejections, comments. A common reason for the NetSuite Requester to not get any ...

• Can I copy users between Organisations? (Xero)

  ApprovalMax does not support a feature for copying users from one Organisation to another. However, as a workaround, you can use the copy workflow function and copy users with this. Then, just open the Users page under Workflows and Settings and ...

• Does ApprovalMax support NetSuite Custom fields?

  Yes, currently, ApprovalMax supports custom fields from NetSuite: How to enable NetSuite custom fields in ApprovalMax In the main menu select your Organisation and open "Fields" page in the "Workflow and settings" section. Add custom segments/fields ...

• Roles in ApprovalMax (NetSuite)

  There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...