Can I delete a Contact in ApprovalMax?

Requesters can edit or cancel Contact requests before all approvals have been collected:

Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax.

If you need to change or delete a Contact after full approval, you need to do it directly in Xero.

This is how you can amend or archive a Contact in Xero:

Open the Contact in Xero and click on "Edit" if you need to make changes, or on "Archive" if you want to delete the Contact:

When you have applied your changes in Xero, sync the Contacts to ApprovalMax.

Please note: at the moment, we don't support post-approval changes for Contacts. So, even if you change a Contact in Xero, such changes will not be reflected in the approval request for Contact creation in ApprovalMax.

Please note: amendments will not be applied to already created requests with such a Contact. In order to apply changes (for example, the name) to already created but not yet fully approved requests, open that request for editing in ApprovalMax and save once finished. The approval process will then start from scratch.

If you archive a Contact, the request will be rejected by Xero even after its final approval in ApprovalMax.

• Related Articles

• How can Requesters amend a Contact before approval?

  Pending Contact requests can be amended by Requesters. In order to edit a Contact record, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will start from scratch.

• What happens with a document in ApprovalMax if I delete it in Xero?

  If you delete an approved document in Xero, this information will be passed on to ApprovalMax. Therefore, the document in ApprovalMax will be cancelled. If you need to remove such a document from ApprovalMax, please contact support.

• Who can edit Contacts after they were submitted for approval?

  The person who has requested a Contact's approval can edit and resubmit that Contact for approval up to the point where this Contact is fully approved.

• Can I edit Bills which Dext has published to ApprovalMax?

  Yes, the Approvers in the first step who were also added as Reviewers can amend Bills that were published to ApprovalMax by Dext. You'll find more details on the Review and Editing feature here.

• Is it possible to amend a supplier in ApprovalMax?

  At the moment, ApprovalMax does not support the editing of suppliers that have been created in Xero. If you need to apply changes, you can do it in Xero. However, it is possible to amend contacts created directly in ApprovalMax with a Contact ...