How can a user upload delivery notes to approved Purchase Orders and see such Purchase Orders in ApprovalMax?

How can a user upload delivery notes to approved Purchase Orders and see such Purchase Orders in ApprovalMax?

In order to see all Purchase Orders in ApprovalMax, the user must be a Requester for all Purchase Orders or assigned to the Administrator role.
Such users can upload delivery notes to approved Purchase Orders in ApprovalMax - but only in the Purchase Order's comment section, which will not be synced to Xero.

If you need to reflect delivery notes in Xero, they should be uploaded in Xero to the respective Purchase Order, which must then be updated in Xero and manually synced to ApprovalMax by refreshing the requests list. With this done, the delivery notes will appear as an attachment to the Purchase Order in ApprovalMax.

    • Related Articles

    • How to add a delivery address in Purchase Orders

      Delivery addresses are taken from the Xero Organisation's settings, or can be created from Xero Purchase Orders and synced to ApprovalMax. Here is how to create an additional delivery address: Open the Xero Purchase Order creation form and click on ...
    • Can I match Purchase Orders to Credit Notes?

      The approval of Credit Notes is a separate process (workflow) in ApprovalMax. Currently, we do not support matching Purchase Orders to Credit Notes. However, we are considering to support this in a future implementation. No ETA is currently available ...
    • How to handle cases with delivery confirmation/goods receipt (GR) in ApprovalMax

      There are generally two ways to handle delivery confirmation. One option: You can have a dedicated step for delivery confirmation (GR) in the "Bill creation, review and approval" workflow. By using this method, the Bill Approver confirms that the ...
    • How can I create a Purchase Order in ApprovalMax?

      To create a Purchase Order (or any other request) in ApprovalMax, click on the "NEW REQUEST" button in the top right-hand corner near your Avatar:  In the pop-up window, select the request type from the respective Organisation and click on "CREATE ...
    • How to automatically email QuickBooks Online Purchase Orders to a vendor

      ApprovalMax allows to set up an email that will be sent to vendor once a QuickBooks Online Purchase Order has been fully approved - if the checkbox “Automatically email approved Purchase Order to vendor” has been ticked. Responsible for this ...