Parallel and sequential approvals in Xero

Parallel and sequential approvals in Xero

ApprovalMax supports both parallel and sequential approvals for documents.

  1. Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document.
  2. Set sequential approvals if you have approvers from different departments.

To set up parallel approvals, add several Approvers to the same step. All / any of them  (based on the selected approval condition) have to approve before the document moves on to the next step.



To set up sequential approvals, add Approvers in several steps. The document moves on to the next step (and next Approver) once the Approver in the previous step has approved.



    • Related Articles

    • Parallel and sequential approvals in Cin7 Core

      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 authorise a document. Set sequential approvals if you have Approvers from ...
    • How alternative rules in the approval matrix work (Xero)

      The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note or Batch Payment approval. Conditions are set based on the master data received ...
    • How can I set up an approval matrix? (Xero)

      This is how you define the conditions for the selection of Approvers in a step: In the main menu, select your Organisation and go to Approval Workflows under Workflows And Settings: Select and open the approval workflow: Navigate to the step and open ...
    • Video: How to set up an approval matrix

      ApprovalMax product walk-through: how to set up an approval matrix in ApprovalMax https://www.youtube.com/watch?v=e5EwmMQEYdo
    • How can I set a "Does not match" condition in the approval matrix? (Xero)

      The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...