Setup Multi-step Bill Approval Before Paying with Bill.com
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 users who prefer to pay their Bills via Bill.com due to its user-friendly interface and handy smartphone app. However, the approval workflow available with Bill.com is quite […]
How to Set up Approval Workflows
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? Multi-step approval workflows Approval rules that can be adjusted for each step with the help of the “approval matrix” We hate paper You probably have already tried to […]
How to Force Approval of Pending Requests
“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. But the PO approval request gets stuck because the responsible manager is unavailable and, therefore, can’t approve. Can you make sure that pending POs are approved and […]
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 […]