Tag: How To

Supplier vs Contact – Here’s How It Works

Posted on June 12, 2017July 12, 2018 by Masha Komarova

Some time ago we released our ‘Supplier Creation’ feature, which allows users to create a new supplier from directly within the ApprovalMax platform. The new supplier is then

Setup Multi-step Bill Approval Before Paying with Bill.com

Posted on September 30, 2016September 28, 2018 by Konstantin Bredyuk

Many companies take the Swiss Army Knife approach to tracking and paying Bills, opting for more than one software platform for specific tasks. For instance, there are Xero

How to Set up Approval Workflows

Posted on May 11, 2016September 28, 2018 by Konstantin Bredyuk

How to configure complex approval scenarios with just a few clicks What makes ApprovalMax such a powerful tool for designing complicated approval workflows without a single line of coding?

How to Force Approval of Pending Requests

Posted on May 11, 2016September 28, 2018 by Konstantin Bredyuk

“Force decision button” in approval request. How to resolve a request that got stuck Imagine people at a construction site need to order some materials so that work doesn’t stop.

How to Set “Default Approver”?

Posted on April 10, 2016September 28, 2018 by Konstantin Bredyuk

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