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 […]

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 […]