Approvalmax Partner Certification Test

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| By Rainer Kalthoff
R
Rainer Kalthoff
Community Contributor
Quizzes Created: 1 | Total Attempts: 188
Questions: 6 | Attempts: 188

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Certification Quizzes & Trivia

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

    Correct Answer(s)
    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
    Explanation
    ApprovalMax can cover approvals for supplier bills/invoices, purchase orders for suppliers, sales invoices, credit notes, and bespoke workflows like expenses and leave notes.

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  • 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

    Correct Answer(s)
    A. Supplier Invoices / Bills
    D. Purchase Orders
    F. Sales Invoices
    G. Credit Notes
    Explanation
    ApprovalMax provides pre-built approval workflows for Supplier Invoices/Bills, Purchase Orders, Sales Invoices, and Credit Notes. These are the core Xero documents for which ApprovalMax offers ready-made approval workflows.

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  • 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

    Correct Answer(s)
    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
    Explanation
    ApprovalMax is needed for clients who have 5 or more approvers, one or more remote executives/owner approver, multiple remote locations with local decision makers, regulatory requirements that need proven financial controls and audit, and a high level of fraud. These indicators suggest that the client's invoice processing requires a robust approval system to handle a large number of approvers, accommodate remote executives and decision makers, ensure compliance with regulatory requirements, and mitigate the risk of fraud.

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  • 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"

    Correct Answer(s)
    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"
    Explanation
    To run bills through ApprovalMax, you need to activate the "Bill review and approval workflow" feature. Additionally, the bills must already exist in Xero and be in the status of "Awaiting Approval". This ensures that the bills go through the necessary review and approval process before being pushed to Xero for final approval and payment.

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  • 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

    Correct Answer(s)
    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
    Explanation
    ApprovalMax provides several reports including bills pending approval, purchase orders pending approval, bills approved this month, purchase orders approved this month, potential fraud detected, and any report that can be created from the available workflows and fields.

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  • 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

    Correct Answer
    C. Add as many approvers to a workflow step as you need for parallel approvals
    Explanation
    To create a parallel approval workflow, you can add multiple approvers to a workflow step. This means that instead of having a linear sequence of steps where each step is completed one after another, the workflow step can be completed by multiple approvers simultaneously. This allows for parallel approvals, where each approver can review and approve the workflow step at the same time.

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  • Current Version
  • Mar 17, 2023
    Quiz Edited by
    ProProfs Editorial Team
  • Jun 17, 2020
    Quiz Created by
    Rainer Kalthoff
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