Can I copy users between Organisations? (Xero)
ApprovalMax does not support a feature for copying users from one Organisation to another.
Then, just open the Users page under Workflows and Settings and invite users in bulk:
Users need to accept the invitation before they can perform any action for a certain Organisation in the system.
How can I copy workflow settings to another Organisation? (Xero)
ApprovalMax supports a tool that allows to copy a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the ...
How can I copy rules from one user to another? (Xero)
ApprovalMax provides Organisation Administrators with the option to copy rules between Requesters, Approvers or Reviewers within the same step and matrix and as well different steps of the same approval workflow. Here is how this can be done : In the ...
How can I copy rules from one user to another? (Cin7 Core)
ApprovalMax provides Organisation Administrators with the option to copy rules between Approvers within the same step and between different steps of the same approval workflow. Here is how this can be done: In the main menu, select the Organisation ...
Xero Getting Started Guide
ApprovalMax extends the online accounting platform Xero with approval-driven financial controls for Accounts Payable and Accounts Receivable. It replaces paper- and email-based approvals with fully automated multirole and multitiered approval ...
How to copy Xero Quote to a Sales Invoice
ApprovalMax allows Quotes Requesters to copy accepted Quotes to Invoices. Please note: the Quote Requester needs to be added also as a Sales Invoice Requester in the "Sales Invoice" workflow. This is how it works: Open an accepted Quote, click on ...