Can I delete requests in ApprovalMax?
The only requests you can delete in ApprovalMax are those in "Draft" status.
Requesters can cancel
not yet approved requests, or you c
an contact support
and we will delete requests on our side.
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 ...
Bill-to-PO Matching: How is Bill-to-PO Matching reflected in reporting?
In reports, ApprovalMax includes all relevant Bill-to-PO Matching data and presents the information about which Bills and Purchase Orders were matched. Administrators and Auditors can view the balances of Purchase Orders and Bills, the sum of all ...
Bill-to-PO Matching: What is Bill-to-PO Matching?
ApprovalMax enables Approvers to manually match incoming Bills to the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Approvals can be restricted to ...
How to delete (offboard) a user in ApprovalMax (Xero)
What is the Offboarding feature? The Offboarding feature allows you to delete (offboard) users without leaving unnecessary traces that would block other operations in this Organisation. You can also replace offboarded users in their role as authors ...
Bill-to-PO Matching: What happens if a Bill amount gets reduced?
If a Bill was matched to a Purchase Order and then the Bill amount gets reduced, there will be a short notification “Check your matching allocations“ for Bills created in ApprovalMax. In the audit trail will be noted that the request has been updated ...