Approvalmax Partner Certification Test

6 Questions | Total Attempts: 15

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Approvalmax Partner Certification Test

Questions and Answers
  • 1. 
    Which approval workflows can ApprovalMax cover? (Select multiple answers)
    • A. 

      Approvals for supplier bills / invoices

    • B. 

      Approvals for Purchase Orders for Suppliers

    • C. 

      Approvals for Sales Invoices

    • D. 

      Approvals for Credit Notes

    • E. 

      Approvals for bespoke workflows like expenses, leave notes, etc

  • 2. 
    What are the core Xero documents ApprovalMax provides pre-built approval workflows for? (Select multiple answers)
    • A. 

      Supplier Invoices / Bills

    • B. 

      Adding new Suppliers

    • C. 

      HR leaves

    • D. 

      Purchase Orders

    • E. 

      Journal Entries

    • F. 

      Sales Invoices

    • G. 

      Credit Notes

  • 3. 
    What are the essential indicators that your client needs ApprovalMax for their invoices processing? (Select multiple answers)
    • A. 

      5 or more approvers

    • B. 

      One or more remote executives / Owner approver

    • C. 

      Multiple remote locations with local decision makers

    • D. 

      Regulatory requirements that need proven financial controls and audit

    • E. 

      High level of fraud

  • 4. 
    How can you run Bills through ApprovalMax? (Select multiple answers)
    • A. 

      Bills need to be created in ApprovalMax first and are pushed to Xero after final approval.

    • B. 

      I need to activate the "Bill review and approval workflow"

    • C. 

      Bills need to exist in Xero

    • D. 

      Bills need to be in status "Awaiting Approval"

    • E. 

      Bills need to be in status "Awaiting Payment"

  • 5. 
    What reports does ApprovalMax provide? (Select multiple answers)
    • A. 

      ApprovalMax doesn't come with a reporting function

    • B. 

      Bills pending approval

    • C. 

      Purchase Orders pending approval

    • D. 

      Bills approved this month

    • E. 

      Purchase Orders approved this month

    • F. 

      Potential Fraud detected

    • G. 

      Any report you can think of, created from the available workflows and fields therein

  • 6. 
    How do you create a parallel approval workflow?
    • A. 

      Set up a second workflow under the same name and use it for the parallel route

    • B. 

      It is not possible. A workflow is a linear sequence of steps.

    • C. 

      Add as many approvers to a workflow step as you need for parallel approvals

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