How do audit reports work in ApprovalMax?
Audit report is a very important feature in ApprovalMax:
When a finance document in ApprovalMax receives its final approval, ApprovalMax automatically generates an "Audit report" in the form of a .PDF file. This report captures essential information about the document, including details such as the document type, relevant data, and a chronological record of the approval process, indicating the individuals who approved the request and the corresponding timestamps.
Please note that, currently, the audit reports do not include comments. However, they provide a concise overview of the approval trail, enabling easy reference and verification of approval actions.
In addition to being available within ApprovalMax, the audit reports for documents that originate from Xero and QuickBooks Online are uploaded to the respective accounting systems as well. This ensures that the reports are easily accessible within the accounting platforms, facilitating auditing processes and maintaining comprehensive records.
These audit reports serve as valuable documentation for audit purposes, assisting in compliance, traceability, and financial transparency. They offer visibility into the approval history and contribute to the overall accountability and integrity of financial processes.
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 Quote?
Xero has 2 types of attachments for Quotes Those to be sent with the Quote Those not to be sent with the Quote ApprovalMax attaches PDF audit reports as "Those not to be sent with the Quote". So you will not send an audit report by mistake when you ...
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 ...