Do Requesters of Xero Batch Payments need access to the Bill workflow?

Do Requesters of Xero Batch Payments need access to the Bill workflow?

No, the Requesters of Xero Batch Payments do not necessarily need to be added to a Bill workflow. However, they will have access to all Approved and Awaiting Payment Bills according to the settings in the Requester matrix for the Xero Batch Payment workflow.


    • Related Articles

    • How can I restrict the Requesters of Xero Batch Payments?

      ApprovalMax allows restricting Requesters in terms of what data they can see and work with when creating Xero Batch Payments. You can, for example, configure their access rights so that individual Requesters are only allowed to select certain ...

    • How to create a Xero Batch Payment

      How to enable Xero Batch Payment creation: To enable the creation of Xero Batch Payments in ApprovalMax, the Xero Batch Payment workflow needs to be set up and activated In the Payment Creation section, you can specify all users who will be able to ...

    • How to create an Airwallex Batch Payment

      All Requesters you add to the Payment Creation step in the Airwallex Batch Payment Creation and Approval workflow get access to Airwallex Batch Payment creation in ApprovalMax by clicking on : In your Organisation, select Airwallex Batch Payment and ...

    • How does the approval of Xero Batch Payments work?

      In ApprovalMax, you can configure a multi-step approval workflow for Xero Batch Payments. This is a separate workflow that you need to set up and activate to use the Xero Batch Payment approval process in ApprovalMax. This is how it works: New Xero ...

    • How can I specify instructions for Xero Batch Payment Requesters?

      An Organisation's Administrator can provide a message that will be shown to Requesters during Xero Batch Payment creation. This is how instructions for Xero Batch Payment Requesters can be set up: Find your Organisation in the main menu and open ...