Can Purchase Orders/Bills be changed after approval?
the final approval, Requesters are allowed to edit Purchase Orders and Bills that
were created in ApprovalMax.
Such changes will lead to a restart of the
approval workflow process and all approval decisions made so far will be reset.
Reviewers of Bill workflow for Xero connected Organisations can edit Bills in the very first step.
After the final approval, once a Purchase Order/Bill has been pushed to the
accounting system, it will not be possible to edit any data in ApprovalMax. Such Bill/Purchase Order can only be changed in the accounting system by a responsible person.
Bill-to-PO Matching: How can I match Bills and their initial Purchase Orders?
The current Bill Approver or an Organisation's Administrator can match Bills to approved Purchase Orders with the same currency and supplier up to the point where the Bill gets approved* / the Purchase Order is closed - provided the Administrator has ...
Bill-to-PO Matching: how to add a Purchase Order Requester as a Bill Approver
Organisation Administrators can decide whether they want to allow Bill Approvers to add Purchase Order Requesters as Bill Approvers during the Bill-to-PO Matching, either automatically or manually, or if they don't want to allow adding Purchase Order ...
Is it possible to change a Purchase Order after its final approval?
While a Purchase Order has not been fully approved, its Requester has the option to edit the request (this means the Purchase Order will be resubmitted for approval), or to cancel it. As soon as a Purchase Order has been fully approved, it can no ...
How can an Approver review/edit Bills?
ApprovalMax allows Approvers who were added to the first step as Reviewers to review and edit Bills during the approval process according to the defined rules: Fields available for modification are: Tax Account Tracking Category Quantity Price* Bill ...
Bill-to-PO Matching: Auto-marking Purchase Orders as Billed
ApprovalMax supports the automatic marking of a Purchase Order as Billed on the approval of the last Bill matched to that Purchase Order - if the following conditions are met: All Bills matched to this Purchase Order have been pushed to Xero and ...