Does ApprovalMax support a review and editing functionality for Xero Purchase Orders?
Purchase Orders can be modified exclusively by the person who created them (the Requester), and only up to the point of full approval.
If any changes are applied during the approval workflow, the respective Purchase Order will start going through the approval workflow anew, with previous approvals reset.
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 ...
How Bill review/ editing can be set up?
ApprovalMax allows Approvers of the first step added as Reviewers to review and edit a Bill during the approval process. In order to configure Bill review and coding, follow the steps below: In the main menu select your Organisation and open ...
Does ApprovalMax support a review and editing functionality for Cin7 Core Purchase Orders?
No, the Review and Editing functionality is not supported for Cin7 Core Purchase Orders. Purchase Orders can be modified exclusively in Cin7 Core by the person responsible. If any changes are applied during the approval process, the respective ...
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 ...
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 ...