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?