This setting is relevant for Xero Purchase Order, Sales Invoice and Quote workflows.
In ApprovalMax, you can set up a default email that is automatically sent to the Supplier/Customer.
This is how you set up email to Supplier/Customer:
Find your Organisation in the main menu and go to Approval workflows under Workflows and settings.
Open the respective workflow and click on the Gear icon:
Within the Email to Supplier/Customer section, navigate to the Email to Supplier/Customer setting:
In the Email to the Supplier/Customer section, you can:Enabled means: the default Email to the Supplier/Customer block in requests is enabled. However, the checkbox for emailing Approved requests automatically to the Supplier/customer is not activated automatically.
Enabled and checked means: the default Email to the Supplier/Customer block is enabled in requests, and the checkbox for emailing approved requests automatically to the Supplier/Customer is activated automatically.
Disabled means: the Email to the Supplier/Customer block is hidden in requests.
Set up a default CC email address.
You can add multiple email addresses in the CC section; any of these email addresses can be removed from the request.
Set up a default email template.
Apply your settings by clicking on SAVE CHANGES in the upper right-hand corner of the Workflow Settings window and update/activate the workflow.
Please note:
The length of both the email subject and body is limited:
Subject: max 998 characters
Body: max 4,000 characters
Troubleshooting Common Issues
Recipient Details Not Updating: Ensure that the supplier’s contact information is correctly updated in the linked accounting system. ApprovalMax relies on this data for sending purchase orders.
Permission Denied: If you encounter permission-related issues, contact your Organisation’s administrator to discuss upgrading your access level.