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 QuickBooks Online to do approvals?
No, Approvers who authorise Bills and Purchase Orders don't need access to QuickBooks Online in order to approve documents in ApprovalMax — this is one of the core benefits of ApprovalMax.
Single Sign On (SSO): how to use your Xero account for logging in to ApprovalMax
Are you tired of tracking new logins and passwords? You can use your Xero account as a Single-Sign-On with ApprovalMax. This way you only need to remember your Xero credentials. When you log in to ApprovalMax under https://app.approvalmax.com/ select ...
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 ...
How to prevent Xero Approvers from editing Bills
If you don't have Approvers who can amend Bills in ApprovalMax and don't want to activate this option either, just do not set the Reviewer matrix. This means: don't add any Approvers of the first step to the Reviewer matrix in the "Bill creation, ...