New Feature: Delegating Approval Tasks
What to do when going on leave Everybody loves holidays, and going on a business trip or attending some training can also be fun. However, someone else should cover for you while you are away or out of reach. Does ApprovalMax help you here? Of course it does! You can set up a Delegate for yourself, […]
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 […]
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 […]