Can I copy the rules between Requesters/Approvers? (Xero)

Can I copy the rules between Requesters/Approvers? (Xero)

Currently, ApprovalMax does not support the copying of rules and restrictions from one workflow participant to another. 

So, for now, the only solution is to set up the same rules manually for other Requesters/Approvers.

However, if the exact same restrictions apply to several Requesters/Approvers, we can copy such rules between them from our side.
Please contact us if you are interested in this.

    • Related Articles

    • How to copy Xero Purchase Orders to a Bill

      ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...
    • Can I copy the rules between Requesters/Approvers? (QuickBooks Online)

      Currently, ApprovalMax does not support the copying of rules and restrictions from one workflow participant to another.  So, for now, the only solution is that the Administrator sets up the same rules manually for other Requesters/Approvers. However, ...
    • How can I download an approval workflow for my Xero Organisation?

      ApprovalMax supports the download of approval workflows as a PDF file for audit purposes. This is how it works: In the main menu, open the page "Approval workflows": Click on the workflow that you want to download: To download the approval workflow ...
    • 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, ...
    • How to copy QuickBooks Online PO to a Bill?

      ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill Creation and Approval" workflow. This is how it works: ...