This date cannot be changed in the product after the first pulling of approved documents from Xero has taken place. If you need to change this date, please contact support.
Unfortunately, the pulling date in the feature "Fraud detection — bypassing the approval workflow" can only be set once. This date cannot be changed in the product after the first pulling of approved documents from Xero has taken place. If you need ...
It's possible that some of your Sales Invoices were approved for payment directly in Xero and, therefore, bypassed the approval workflow. In ApprovalMax, you can build a report to track all such cases. This is how it can be done: Activate the ...
ApprovalMax allows the proper tracking of documents that were created and then approved directly in Xero, without going through the appropriate approval workflow in ApprovalMax. Administrators of an Organisation are notified about such activities, as ...
There are two ways of creating Sales Invoices in ApprovalMax: By pulling Sales Invoices with the Awaiting Approval status from Xero By creating Sales Invoices directly in ApprovalMax If you have first option turned on and now want to stop pulling ...
While a Sales Invoice has not been fully approved, its Requester has the option to edit the request (this means the Sales Invoice will be resubmitted for approval), or to cancel it. As soon as a Sales Invoice has been fully approved, it can no longer ...