Changing Approvers on the Fly
How to handle exceptions from the approval workflow One of the most desirable features in ApprovalMax is the one for handling exceptional cases which demand an on-the-fly change of Approvers. Say you’ve set up an approval matrix based on your corporate policy. But then a document is submitted which should be approved by different people, not […]
How to Set “Default Approver”?
Let us share with you another ApprovalMax feature that will help to set up robust Bills / Purchase Orders / Credit Notes etc. authorization process. When a new tracking category, inventory item or account code is added in Xero, there are chances that this is not reflected in the approval matrix. To avoid an automatic […]
Xero Purchase Orders Approval with ApprovalMax
Setup multi-step approval workflow for Xero Purchase Orders with ApprovalMax Hello all! We are ApprovalMax – a Team of Business Process Management professionals on a mission to make lifes of financial managers easier. Let us start with new feature announce: ApprovalMax now helps you setting up multi-step approval workflows for Purchase Orders created in […]