Apart from working seamlessly with a number of accounting platforms, ApprovalMax can also help improve other workflows within an organisation to increase transparency and control. Typical examples include contract approvals, capital expenditures (CapEx), supplier approvals, requests for time off and travel requests.
This is how you set up a generic stand-alone workflow
In the main menu, select your Organisation and go to Approval workflows under Workflows and settings:
Click on + Create next to "Stand-alone workflows":
In the pop-up window, enter a workflow name and click on Create:
Design a new workflow by configuring its structure, adding Requesters to the Creation step, building as many approval steps as needed, and assigning the relevant Approvers for each step:
You can also define approval conditions or specify Approvers based on particular criteria.
Review your setup and click on Activate the workflow:
