Contact Workflow
Is it possible to run the approval process for existing Contacts?
No, this is not possible. The Contact Approval workflow in ApprovalMax can only be initiated for newly created Contacts.
Will a Contact created in a Purchase Order request be subject to approval?
New Contacts created in a Purchase Order will not be a subject for approval and get pushed to Xero right away.
Video: How to perform Contact approval
ApprovalMax product walk-through: how to perform Contact approval in ApprovalMax https://youtu.be/OuOYwSFxJ5c You can also have a look at this article: How does the approval of Contacts work?
How can I specify instructions for Xero Contact Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Xero Contact Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" ...
Can I delete a Contact in ApprovalMax?
Requesters can edit or cancel Contact requests before all approvals have been collected: Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax. If you need to change or delete a Contact after full approval, you need to ...
Can I create/approve Contact requests in the mobile app?
Yes, absolutely. In the mobile app: Requesters can create Contact requests and submit them for approval Approvers can approve/reject Contact requests, reassign requests to other Approvers, and communicate with the Requester and other Approvers in the ...
Can I search for a Contact?
Yes, ApprovalMax does support Contact search. In the "Search" pop-up, select the request type (Contact), set additional filters, and click on SEARCH:
How are Contacts reflected in reporting?
Users with the Administrator and Auditor role have access to a reporting tool. An Organisation's Administrator can set up new reports to suit their needs. This is how you create such a report: On the Reports page, start creating a new report by ...
What do the audit reports for Contact workflows include?
The audit reports for Contact workflows include the following information: The date of workflow creation The date of workflow updates The date at which the pdf has been generated The name of the user who generated the pdf A list of Requesters, ...
What do the audit reports for Contact requests include?
The audit reports for Contact requests include the following information: Contact details from the Contact page Approval log
Contact approval process: who will be notified, and when?
Requesters are notified about approvals, rejections and comments. Approvers are notified when their decision is required. The previous Approvers as well as the current Approvers of a step get notified about comments. The Approvers of later steps ...
How can Requesters amend a Contact before approval?
Pending Contact requests can be amended by Requesters. In order to edit a Contact record, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will start from scratch.
Who can edit Contacts after they were submitted for approval?
The person who has requested a Contact's approval can edit and resubmit that Contact for approval up to the point where this Contact is fully approved.
What validations are performed during Contact creation?
During Contact creation, the following validations are performed: Contact name validation: It's checked whether there is already a Contact record with the same Contact name in the Xero Contacts. If this validation fails - an error pop-up will prompt ...
When will a Contact newly created in ApprovalMax be reflected in Xero?
New Contacts created in ApprovalMax will be synced to Xero immediately after the Contact request has been approved. New Contacts created in a Purchase Order/Bill request form will be synced to Xero straight after creation.
What are the requirements for using Contact approvals?
Before you can use Contact approval workflows in ApprovalMax, some requirements must be met: The ApprovalMax Organisation must be actively connected to the Xero Organisation. The Xero subscription must not be expired. The ApprovalMax Organisation ...
How does the approval of Contacts work?
In ApprovalMax you can configure a multi-step approval workflow for the creation of Contacts. This is a separate workflow that you need to set up and activate in order to use the Contact approval process in ApprovalMax. This is how it works: A new ...