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 ...
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.
Do feel free to contact us during your trial or subscription period and our Customer Support team will be happy to help you. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a ...
On 22 September 2021, ApprovalMax activated the new in-product navigation for all users. The old navigation was switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
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 roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. Unfortunately, ApprovalMax does not know the details of who has created which Bill in Xero because all Bills ...