Editing on Approval allows Approvers with editing privileges to modify requests during the approval process without rejecting them.
ApprovalMax offers Editing on Approval on Purchase Orders/Bills/Sales Invoices/Quotes/Expense Claims/Xero Batch Payment/Airwallex Batch Payment workflows for Xero-connected Organisations.
ApprovalMax Administrators and Workflow Managers can grant editing permissions to individual Approvers from the approval matrix of a supported workflow.
Click Editing matrix in the top right corner, or hover over an Approver and click Editing matrix under their name.
Once enabled, Approvers can edit requests at any stage without restarting the workflow. Mandatory editing of certain fields can be implemented to ensure essential changes are made.
Additionally, editing permissions can be used to restrict Approvers with editing rights to certain values specified in the editing matrix.
This feature is available with Advanced and Premium plans for Xero-connected Organisations.
Please note: if you were using the old review functionality, it will be removed once you enable Editing on Approval.