Contact Workflow
Create, manage and approve new supplier and customer contacts in ApprovalMax.
15 articles
Can I delete a Contact in ApprovalMax?
What are the requirements for using Contact approvals?
Video: How to create a Contact in ApprovalMax
How can I specify instructions for Xero Contact Requesters
Contact approval process: who will be notified, and when?
When will a Contact newly created in ApprovalMax be reflected in Xero?
How does the approval of Contacts work?
Who can edit Contacts after they were submitted for approval?
Why do Suppliers not appear in ApprovalMax after their creation in Xero?
Troubleshooting: Construction Industry Scheme
Is it possible to run the approval process for existing Contacts?
Is it possible to amend a supplier in ApprovalMax?
How can I enable Supplier creation in ApprovalMax?
What validations are performed during Contact creation?
Is there a way to select a group of Xero Contacts for Approvers/Requesters to use?