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 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 ...
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. Please also see who needs to have access to Cin7 Core.
What happens if the Default Approver approves a request?
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 ...
Parallel and sequential approvals in Xero
ApprovalMax supports both parallel and sequential approvals for documents. Set parallel approvals if you have several approvers in one step and need any or all of them to approve a document. Set sequential approvals if you have approvers from ...
What is a Default Approver? (Xero)
When a new tracking option, inventory item, contact or account code, etc. is added in Xero, 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 ...