Currently, Editing on Approval is available for Xero Purchase Order, Bill, Sales Invoice, Expense Claim, and Quote workflows.
An Organisation Administrator/Workflow Manager can set up editing rules for Approvers in any step.
Please note: If an Approver edits a request, it does not trigger the recalculation of approval rules or a restart of the workflow.
This is how you set up editing rules for Approvers:
Find your Organisation in the main menu and open Approval workflows under Workflows and settings:
Click on an applicable workflow:
Click on the approval matrix icon in any workflow step to add editing permissions for its Approvers:
In the approval matrix, click on EDITING MATRIX:
To grant editing permissions, tick the checkboxes next to the fields you want to allow Approvers to modify:
When finished, click on SAVE in the editing matrix. Then on DONE in the approval matrix and, finally, on Update/Activate the workflow to apply your settings.