Editing on Approval
How are editing permissions inherited during the substitution process?
When Approvers go on holiday, they or the Administrator can assign a Substitute to handle approval requests on their behalf as well as set a start and end date for this. During this period, all approval requests normally heading to the absent ...
How to restrict Approvers with editing rights during approval
ApprovalMax allows restricting Approvers with editing rights during the approval process in terms of what data they can see and operate with when editing requests in ApprovalMax. For example, access rights for editing can be configured so that a ...
How can I set up editing rules for Approvers?
Currently, Editing on Approval is available for Xero Purchase Order, Bill, Sales Invoice and Quote workflows. An Organisation Administrator/Workflow Manager can set up editing rules for Approvers in any step. This is how you set up editing rules for ...
What is the Editing on Approval functionality?
ApprovalMax now offers an Editing on Approval functionality in workflows for Xero Purchase Orders/Bills/Sales Invoices/Quotes in Xero-connected Organisations (available in beta). This feature allows Approvers with editing privileges to modify ...
How to set up mandatory fields for editing
An Organisation Administrator/Workflow Manager can set mandatory fields as editable by Approvers during the approval process. During the setup of editing permissions for Approvers, select the fields you want to be mandatory and then grant editing ...
What can an Approver with editing rights do?
When a request is On Review, an Approver with editing rights can: Edit the request Match Bills to Purchase Orders Submit the request for approval