Can Approvers see all historical data?
Yes, Approvers can see all historical data. However, they are only able to change any of the settings if the Auditor
role has been assigned to them.
How to prevent Xero Approvers from editing Bills
If you don't have Approvers who can amend Bills in ApprovalMax and don't want to activate this option either, just do not set the Reviewer matrix. This means: don't add any Approvers of the first step to the Reviewer matrix in the "Bill creation, ...
Can the second approval step be bypassed if the Approvers are the same ones?
By default, if the Approvers in the second step are the same ones as in the first step, it is still not possible to bypass the second step to save them from having to approve twice. ApprovalMax will follow your workflow even if the responsible ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with Purchase Orders created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up) In read-only mode (with ...
Can Account Codes be hidden from Approvers?
If you don't want Approvers to see where an expense gets allocated to because you don’t want to confuse them, you can use the following solution: Account Codes can be set as optional in the Requester matrix. Then, Requesters don't need to specify an ...
Mobile apps for Approvers and Requesters
There are two different mobile apps available for Approvers and Requesters, depending on the device used: iPhone Android Mobile apps allow to raise Purchase Orders, Bills and stand-alone requests as well as approving all kinds of requests for ...