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 does Bill review / editing work?
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, please go to the Bill approval workflow. Click on "Reviewers" and add the persons ...
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 ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with Purchase Orders created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up) In read-only mode (with ...
Are Reviewers able to see and edit Bills if a Default Approver has been assigned?
A Reviewer is an Approver in the first step of a Bill Creation, Review and Approval workflow, who can review and edit Bills without sending them back to Xero. Please note: it's compulsory for Reviewers in ApprovalMax that they are also an Approver in ...
How can I match Bills with their initial Purchase Orders?
The current Bill Approver, Purchase Order Requester, or the Administrator can match Bills and approved Purchase Orders with the same currency and supplier up to that point where the Bill got approved / the Purchase Order was closed - provided the ...