Related Articles
Who needs access to Cin7 Core?
The person who will connect ApprovalMax to Cin7 Core needs full access to Cin7 Core. Requesters* who create Purchase Orders in Cin7 Core need access to Cin7 Core. * Unfortunately, ApprovalMax is not aware of who creates particular Purchase Orders in ...
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.
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 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 ...