How do audit reports work in ApprovalMax?
Audit reports are a very important feature in ApprovalMax; here's an example:ApprovalMax generates a .PDF file called "Audit report" as soon as the final approval of a finance document has been collected. It captures the relevant information of this document and also shows who has approved request and when. At the moment, audit reports do not include comments:
For Xero documents, the respective audit reports are uploaded to Xero as well and available there for auditing purposes.
Why are audit reports sometimes not attached to the Xero document?
Xero does limit the amount of attached files — there can be no more than 10. If a Bill or Purchase Order that was created in Xero already has the allowed 10 attachments, ApprovalMax cannot add the audit report because this would exceed the stipulated ...
ApprovalMax was founded in March 2014 by a team of workflow/BPM professionals who are passionate about easy tools that reduce complexity, deliver simplicity, and just work. Our goal is to provide finance managers and accounting outsourcing companies ...
Can I download multiple audit reports in a single archive?
Yes, multiple audit reports can be downloaded as an archive with a single click. This facilitates the preparation of the document package for bulk payment approvals. This is how you download multiple audit reports in a single archive: Go to the main ...
Are audit reports sent to the customer with the Sales Invoice?
Xero has 2 types of attachments for Sales Invoices: Those to be sent with the Invoice Those not to be sent with the Invoice ApprovalMax attaches PDF audit reports as "Those not to be sent with the Invoice". So you will not send an audit report by ...
What do the audit reports for Contact workflows include?
The audit reports for Contact workflows include the following information: The date of workflow creation The date of workflow updates The date at which the pdf has been generated The name of the user who generated the pdf A list of Requesters, ...