Approval decision policy (Xero)
have the same Approvers in several steps of an approval workflow, you can
decide whether they all have to approve in each and every one of the steps, or
if the approval decision made in the first step is to be applied to all other
This is how it can be set up:
- Go to the main menu in the upper left-hand corner and select your Organisation. Then, open the "Approval workflows" page under "Workflows and settings" section:
- Select the respective workflow and click on the gear icon:
- Scroll down and select your preferred option:
setting "All steps at once" applies the first approval decision automatically
to all steps – if the Approver has been selected for several steps and is the
first to approve.
- When done, save your changes and update the approval workflow.
Approval decision policy (QuickBooks Online)
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
What data is exchanged between Xero and ApprovalMax?
Data exchange takes place either by pulling new documents for approval from Xero or pushing an approval decision back to Xero. ApprovalMax pulls new Bills/Invoices/Purchase Orders several times during the course of a day. Due to Xero API limitations, ...
Why are Purchase Orders not showing in Xero after approval?
Purchase Orders will only be synced to Xero once they have been fully authorised (all approvals in all steps have been obtained). As long as a request is still pending the approval of one of the Approvers, it keeps the "On approval" status in ...
How does the approval of Xero Bills work?
ApprovalMax enables multi-step approval workflows for Xero Bills. This is how it works: Bills are created and submitted for approval in Xero, ApprovalMax or Receipt Bank. ApprovalMax pulls these Bills including all relevant details and starts the ...
How does the approval of Xero Sales Invoices work?
ApprovalMax allows to set up multi-step approval workflows for Sales Invoices created in Xero. This is how it works: Sales Invoices are created and submitted for approval in Xero. ApprovalMax pulls these Sales Invoices including all relevant details ...