Knowledge Base ApprovalMax ApprovalMax Administration Setting up approval workflows

            What is a Default Approver?

            When a new tracking category, inventory item, or account code is added in Xero/QuickBooks Online, chances are that this is not reflected in the approval matrix.

            To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be specified for each step. Then, if nobody is defined as an Approver based on the approval matrix, the item will be assigned to the Default Approver.

            To set a Default Approver, open the approval workflow settings and click in the respective step underneath “Default Approver” on “Add Approver”. 




            Please note: the option “Default Approver” is only available if there are no Approvers with the rule “Always approves”.




            Updated: 21 Feb 2019 11:16 PM
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