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.
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 ...
Who can create requests in ApprovalMax?
All users that were added as a Requester in the Creation step can create requests in ApprovalMax: Requests created in ApprovalMax are pushed to the accounting system (Xero, QuickBooks Online, NetSuite) upon their final approval.
When is the Purchase Order number assigned? (Xero)
As soon as a Purchase Order that you created is fully approved and sent to Xero, its Purchase Order number is assigned automatically. These numbers ascend incrementally. So, for example, if you have just started using Xero, your first Purchase Order ...
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 ...
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.