This is how you set up Xero Batch Payment workflow: In the main menu, find your Organisation and open the Approval Workflows page under Workflows And Settings: Click on the Xero Batch Payment approval workflow: The first step is Payment Creation. ...
This is how you set up an Airwallex Batch Payment workflow: In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings: Select the respective approval workflow: The first step is Payment Creation. Here you can ...
During the workflow setup, you can specify a point in time by which a particular approval step should be completed. To do so, click on the "clock" icon in the approval step. By default, the approval deadline is not set. ApprovalMax supports setting ...
This setting is relevant for Xero Purchase Order, Bill, AP/AR Credit Note and Sales Invoice workflows. ApprovalMax allows the proper tracking of documents that were created and then approved directly in Xero, without going through the appropriate ...
This is how you set up NetSuite Invoice workflow: In the main menu, find your Organisation and open the Approval Workflows page under Workflows And Settings: Click on the NetSuite Invoice approval workflow: The first step is Invoice Creation. Here ...