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Is there a way to select a group of Xero Contacts for Approvers/Requesters to use?

Updated over a month ago

Unfortunately, it's not possible to use a group of Xero Contacts.
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However, you can select specific Contacts that each Requester/Approver will be able to use.
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This is how it works:

  • Open the Requester/approval matrix and select the option "Contact that matches" / "Supplier matches".
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  • Click on the box to select the Contacts/Suppliers that you want to be available for each Requester/Approver (those Contacts are taken from your list of Xero Contacts):
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In addition, ApprovalMax supports the copying of rules and restrictions from one workflow participant to another.
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