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.
How to copy QuickBooks Online PO to a Bill?
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill Creation and Approval" workflow. This is how it works: ...
How does Bill review / editing work?
ApprovalMax allows Approvers of the first step added as Reviewers to review and edit a Bill during the approval process. In order to configure Bill review and coding, please go to the Bill approval workflow. Click on "Reviewers" and add the persons ...
What is Bill to PO Matching?
ApprovalMax enables Approvers to manually match incoming Bills with the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Limitations for approvals can ...
Video: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax
ApprovalMax product walk-through: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax - YouTube You can also ...
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...