Who needs access to NetSuite?
The person who will connect ApprovalMax to NetSuite needs full access to NetSuite.
Requesters* who create Bills in NetSuite need access to NetSuite.
* Unfortunately, ApprovalMax is not aware of who created the Bills in NetSuite because all Bills pulled to ApprovalMax get created in the same name, as specified in the "Pull form Oracle NetSuite" step.
Approvers who authorise Bills don't need access to NetSuite in order to approve documents in ApprovalMax — this is one of the core benefits ApprovalMax provides.
Where can I find the reporting function? (NetSuite)
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports" section: You have the option to create your own reports with filters that reflect your particular needs. This is ...
Do Approvers need access to NetSuite to do approvals?
No, Approvers who authorise Bills don't need access to NetSuite in order to approve them in ApprovalMax — this is one of the core benefits of ApprovalMax.Please also see who needs access to NetSuite.
Is it possible to unreject a Bill? (NetSuite)
If a Bill that was created in NetSuite gets rejected by an Approver in ApprovalMax, it goes back to NetSuite with the Rejected status and can be resubmitted for approval. Its Requester needs to amend the Bill in NetSuite and resubmit it for approval ...
Who needs to have access to Xero?
The person who connects ApprovalMax to Xero needs full access to the Xero file. Approvers who approve Bills, Purchase Orders, and other documents don't need access to Xero in order to approve documents in ApprovalMax — this is one of the core ...
Does ApprovalMax support NetSuite SSO?
Currently, NetSuite SSO is not supported. However, we do have this planned. Though, at the moment, we cannot commit to any timeframe.