Approvalmax Partner Certification Test

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.

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.

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.

ApprovalMax can cover approvals for supplier bills/invoices, purchase orders for suppliers, sales invoices, credit notes, and bespoke workflows like expenses and leave notes.

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.

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.