How can I prevent Purchase Order Requesters from viewing bank details during supplier creation in ApprovalMax?

• Related Articles

• 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: Select your ...

• Xero Purchase Order life cycle

  Purchase Order creation There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from Xero. Purchase Order approval When you submit a Purchase Order for ...

• How to automatically email Purchase Orders created in ApprovalMax to a Supplier (Xero)

  For Purchase Orders created directly in ApprovalMax, the platform offers the functionality to configure an email that will be sent to the Supplier once a Xero Purchase Order has been fully approved. This email is triggered if the checkbox ...

• Why don't I see the delivery details in my PO PDF after approval?

  A possible reason for not seeing the delivery details in your Purchase Order PDF after approval could be that the correct Theme was not used during Purchase Order creation or, if you're using a custom .docx template in your Theme, this template ...

• 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 A ...