Approvalmax Partner Certification Test

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

HR leaves

Purchase Orders

Journal Entries

Sales Invoices

Credit Notes

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