Approvals for supplier bills / invoices
Approvals for Purchase Orders for Suppliers
Approvals for Sales Invoices
Approvals for Credit Notes
Approvals for bespoke workflows like expenses, leave notes, etc
Supplier Invoices / Bills
Adding new Suppliers
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
High level of fraud
Bills need to be created in ApprovalMax first and are pushed to Xero after final approval.
I need to activate the "Bill review and approval workflow"
Bills need to exist in Xero
Bills need to be in status "Awaiting Approval"
Bills need to be in status "Awaiting Payment"
ApprovalMax doesn't come with a reporting function
Bills pending approval
Purchase Orders pending approval
Bills approved this month
Purchase Orders approved this month
Potential Fraud detected
Any report you can think of, created from the available workflows and fields therein
Set up a second workflow under the same name and use it for the parallel route
It is not possible. A workflow is a linear sequence of steps.
Add as many approvers to a workflow step as you need for parallel approvals