Can I set a default text for Emails to the Vendor?

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• How to set up a default Email to the Vendor

  ApprovalMax supports setting up a default Email to the Vendor for Organisations connected to QuickBooks Online. This is how it works: In the main menu, select the Organisation for which you want to set up a default Email to the Vendor and open ...

• Can I set a default text for Emails to the Supplier?

  It is currently possible to set a default wording in the standard email which gets sent to the Supplier once a Purchase Order has been approved. Please note: sync of default email template from Xero is not supported.

• How to set up a default Email to the Supplier

  ApprovalMax supports setting up a default Email to the Supplier for Xero-connected Organisations. This is how it works: In the main menu, select the Organisation for which you want to set up a default Email to the Supplier and open Approval Workflows ...

• Can a Purchase Order created and approved in ApprovalMax get sent to the Vendor by email afterwards?

  If a Requester did not activate the checkbox Automatically Email Purchase Orders to the Vendor and their Purchase Order has now been authorised, they can still send this approved Purchase Order to the Vendor. To do so, they can download the Purchase ...

• How to automatically email QuickBooks Online Purchase Orders to a vendor

  ApprovalMax allows to set up an email that will be sent to vendor once a QuickBooks Online Purchase Order has been fully approved - if the checkbox “Automatically email approved Purchase Order to vendor” has been ticked manually by PO Requester or ...