Can I as an Administrator edit not yet approved Bills/Purchase Orders on behalf of the Requester? (Xero)

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• Can I as an Administrator edit not yet approved Bills/Purchase Orders on behalf of the Requester? (QuickBooks Online)

  Only Requesters can amend Bills/Purchase Orders created in ApprovalMax up to the point of final approval.  Administrators can force a decision but cannot edit a request if he/she is not the Requester for that particular request.

• Xero Purchase Order life cycle

  Purchase Order creation There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from Xero. Purchase Order approval When you submit a Purchase Order for ...

• How can a user upload delivery notes to approved Purchase Orders and see such Purchase Orders in ApprovalMax?

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• Who can mark Xero Purchase Orders as Billed?

  Xero Purchase Orders can be marked as Billed by: Administrators of Organisations in ApprovalMax Purchase Order Requesters Persons who are specified in the "Pull from Xero" section of a Purchase Order approval workflow (if Purchase Orders get created ...

• Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?

  In order to pull Purchase Orders/Bills from Xero, you need to ensure the following: 1. The Purchase Order/Bill workflow is activated and the "Pulling from Xero" step is set up:  How do I set up the "Pulling from Xero" step for Purchase Orders?  How ...