No, the Review and Editing functionality is not supported for Cin7 Core Purchase Orders. Purchase Orders can be modified exclusively in Cin7 Core by the person responsible. If any changes are applied during the approval process, the respective ...
It is not possible to change in ApprovalMax Purchase Orders pulled from Cin7 Core. If changes are inevitable, however, authorised users are able to make them to the Purchase Order in your accounting software (such as Cin7 Core). Before the final ...
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. This is how the approval of Purchase Orders created in Cin7 Core works: Purchase Orders are created in Cin7 Core. ApprovalMax pulls over these Purchase Orders ...
ApprovalMax provides an On Hold functionality to manage requests that require a temporary suspension. What does On Hold mean? The On Hold status allows you to pause a request without cancelling it. This is useful when: • You need to gather more ...
Purchase Orders will only be synced to Cin7 Core and their status will be updated to "Ordered" once they have been fully authorised (all approvals in all steps have been obtained). As long as a request is still pending the authorisation of one of the ...
It is possible to configure ApprovalMax in a way that it pulls from Cin7 Core all Purchase Orders in the Ordering status and then starts the respective approval workflow for them. In order to do so, go to the Purchase Order Creation and Approval ...
Yes. Depending on the currency of the Supplier, Purchase Orders in Cin7 Core can be created in a different currency and get pulled to ApprovalMax for approval.
In the Practice Staff section, the Account Owner/Account Manager can only view a user’s certification status and download their certificate if the user has accepted an invitation: If a user has not yet completed certification, you can invite them to ...
Feel free to contact us during your trial or subscription period; our Customer Support team will be happy to help. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a Standard/Advanced ...
The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...
There are three types of roles in ApprovalMax: account-based, Organisation-based and workflow-based. Within the same ApprovalMax Organisation, a user can have one account-based or Organisation-based role and get assigned to several workflow-based ...
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user ...