In ApprovalMax, once a request is fully approved or rejected, its status is updated accordingly and the document is either passed on to Xero or retained in ApprovalMax - depending on where it originated from.
After approval:
Once a document has been fully approved in ApprovalMax, it is automatically authorised in Xero.
For a quick video overview of approvals, please check out the below:
After rejection:
If an Approver rejects a request that was created in Xero, it moves to Drafts. Except Purchase Orders - they stay in the Submitted for Approval status.
If an Approver rejects a request that was created in ApprovalMax, it remains in ApprovalMax with the Rejected status, and the Requester can edit and resubmit it.
The Approver will be prompted to add a rejection comment, which will appear in the audit trail and help inform the Requester and other Approvers of the reason for rejection:
Approvers can also revoke their rejection decision:
When doing so, they’ll be prompted again to add a comment, which will also be recorded in the audit trail:
Once a rejection is revoked, the request will return to the On Approval status in ApprovalMax and continue through the workflow.
Approvers can also enable the Rejected Prefix feature, which distinguishes in Xero rejected requests from others.
For a quick video overview of rejections, please check out the below: