Can I create requests in a currency that differs from the default Cin7 Core currency?
Yes. Depending on the currency of the Supplier, Purchase Orders in Cin7 Core can be created in a different currency and get pulled to ApprovalMax for approval.
How are documents in non-default currency checked against a threshold? (Cin7 Core)
All rules are set up using the base currency. If you have requests in other currencies, the amounts will be converted into the base currency based on the Cin7 Core exchange rates.
Can I create requests in a currency that differs from the default Xero currency?
Yes, this is possible in ApprovalMax. You need to set up multicurrency in Xero. Sync the currency setting to ApprovalMax. Then, during request creation in ApprovalMax, Requesters can select one of the currencies specified in Xero.
What is a Default Approver? (Cin7 Core)
When a new value such as location, product, or inventory account, etc. is added in Cin7 Core, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a Default Approver can be ...
How can I change the Xero default currency?
You can select your base (default) currency while adding an Organisation in Xero. Once your Organisation has been added, it is not possible to change your base currency. You'll find more information on this here. The Xero default currency is ...
How are documents in non-default currency checked against a threshold?
All rules are set up using the base currency (default currency). If you have requests with other currencies, they will be converted into the default currency based on the Xero exchange rates.