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How do I set up the Review step in an ApprovalMax for Xero workflow?

  • In the main menu, find the Organisation for which you want to set up a Review step. Then go to Approval workflows under Workflows and settings:
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  • Open the workflow for which you want to set up a Review step. Click on the + icon and select Add Review step:
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    You can create this step either during the workflow setup, or later.
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  • In the pop-up, click on ENABLE to start the Review step setup:
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    Click on HIDE to collapse the Review step. You can return to the setup later.
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  • To proceed with the settings, click on ADD A REVIEWER and select one from the drop-down field:
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  • Click on the Review Matrix icon and set up the Review step :
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  • To remove a Reviewer, click on the icon and select "Remove a Reviewer":
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  • When finished, click on DONE and update the workflow.


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