How can I enable the creation of Suppliers in ApprovalMax?
ApprovalMax allows the creation of new Suppliers right within the platform before they're being processed in Xero and added to the Xero Supplier list.
This is how you configure ApprovalMax to enable Requesters to create new Suppliers:
- Under the main menu in the upper left-hand corner select your Organisation. Then, open the "Approval workflows" page under "Workflows and settings" section:
- Go to the Purchase Order/ Bill workflow.
- In the first step, click on the "matrix" icon. This will open the Requester matrix.
- Select “Any existing Contact” next to the person who you want to authorise for the purpose of Supplier creation.
- Tick the checkbox “Allow to create new Contacts”.
- Click on "Done".
Now, this person will see the entry "New Contact" in the drop-down list.
In Xero, a Contact only qualifies as a Supplier once a Bill addressed to the said Contact has been received. Technically speaking, ApprovalMax enables the creation of Contacts, not Suppliers as defined in Xero terminology.
This means that a newly created Contact will not appear right away in the Supplier list. However, as part of the Purchase Order creation, we're using the terms Supplier and Contact to better reflect the way in which these new Contacts will be used.
This is what it looks like:
Please note: You can restrict the PO Requester from viewing Bank Details during Supplier creation in ApprovalMax.
Who can create requests in ApprovalMax?
All users that were added as a Requester in the Creation step can create requests in ApprovalMax: Requests created in ApprovalMax are pushed to the accounting system (Xero, QuickBooks Online, NetSuite) upon their final approval.
Why do Suppliers not appear in ApprovalMax after their creation in Xero?
Xero treats Contacts in a specific way: a Contact only qualifies as a Supplier when there is at least one Bill associated with this Contact. There are 3 ways of dealing with this: Use a simple workaround: create a fake Bill for the Contact and then ...
How can I prevent Purchase Order Requesters from viewing bank details during supplier creation in ApprovalMax?
ApprovalMax allows the creation of new suppliers right in its platform, before they're being processed in Xero and added to the Xero Supplier list. If you want to prevent Purchase Order Requesters from viewing/filling in bank details during supplier ...
How to set up a default Email to the Supplier
ApprovalMax supports setting up a default Email to the Supplier for Xero-connected Organisations. This is how it works: In the main menu, select the Organisation for which you want to set up a default Email to the Supplier and open Approval Workflows ...
How to enable Beneficiary creation in ApprovalMax
ApprovalMax allows to create new Beneficiaries right within the platform before they're being processed in Airwallex. This is how you configure ApprovalMax to enable Requesters to create new Beneficiaries: Select your Organisation under the main menu ...