Do ApprovalMax users need to have a NetSuite license?
No, ApprovalMax users do not need a NetSuite license.
ApprovalMax is integrated with NetSuite using API tokens that are created on behalf of a NetSuite user.
This means, NetSuite does not know anything about ApprovalMax users. Also, ApprovalMax users do not need access to or a license for NetSuite.
NetSuite Getting Started Guide
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 ...