Do Approvers need access to Cin7 Core to do approvals?
No, Approvers who authorise Purchase Orders don't need access to Cin7 Core in order to approve them in ApprovalMax — this is one of the core benefits of ApprovalMax.
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Do Approvers need access to Xero to do approvals?
No, Approvers who authorise Bills, Purchase Orders and other documents don't need access to Xero in order to approve them in ApprovalMax — this is one of the core benefits of ApprovalMax.Please also see who needs to have access to Xero.
Who needs access to Cin7 Core?
The person who will connect ApprovalMax to Cin7 Core needs full access to Cin7 Core. Requesters* who create Purchase Orders in Cin7 Core need access to Cin7 Core. * Unfortunately, ApprovalMax is not aware of who creates particular Purchase Orders in ...
What happens if the Default Approver approves a request? (Cin7 Core)
The Default Approver is a person specified in the approval step to cover cases where no Approver has been assigned based on the rules in the approval matrix. Consequently, the Default Approver's approval does authorise the step. However, the request ...
What is a Default Approver? (Cin7 Core)
When a new value such as location, product, or inventory account, etc. is added in Cin7 Core, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a Default Approver can be ...
Who needs to have access to Xero?
The person who connects ApprovalMax to Xero needs full access to the Xero file. Approvers who approve Bills, Purchase Orders, and other documents don't need access to Xero in order to approve documents in ApprovalMax — this is one of the core ...