What initial preparation is needed before requests can be created?

Some initial preparation is needed before users start creating requests:  
  • A Company Admin invites all relevant users
  • Invitees accept the invitation from their email and must be able to log in 
  • Requesters are added to the workflow (Xero Requester - for requests pulled from Xero, Requester - for requests created in ApprovalMax)
  • The approval workflow is customized and activated by a Company Admin
When all steps are done, Requesters are able to create Purchase Orders in ApprovalMax, and requests can be pulled from Xero.

To start PO creation in ApprovalMax click on the  button in the right upper corner near the Avatar.  

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