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.
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 ...
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 ...
Where can I find the reporting function?
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports" section: There are default reports already available, which can be adjusted if required: Bills pending approval ...
What do the audit reports for Vendor requests include?
The audit reports for Vendor requests include the following information: o Vendor details from the Vendor request o Approval log