ApprovalMax now allows for the creation of a new supplier from directly within the platform, before being processed in Xero, and added to the Xero suppliers list.
Here’s how to configure the platform to allow Requesters to create new Suppliers.
- Go to the Purchase Order workflow.
- Click on the Matrix button in the first step. This will open the Requester Matrix.
- Select “Any existing contact” next to the person for whom you would like to authorize for the new Supplier creation capability
- Check the checkbox “Allow to create new Contacts”
Important note: Xero only defines a Contact as a Supplier after receiving a Bill addressed to said Contact.
Technically speaking, ApprovalMax is actually allowing you to create Contacts, as opposed to Suppliers where Xero’s terminology is concerned.
This means that the newly created Contact will not appear in the suppliers list after creation. However, as part of the Purchase Order creation, we have used the Supplier vs. Contact terminology to better reflect the way in which these new Contacts will be used.
Here is how it looks like: