How can I restrict the Requesters of Xero Bills?
How can I restrict the Requesters of Xero Batch Payments?
ApprovalMax allows restricting Requesters in terms of what data they can see and work with when creating Batch Payment requests. You can, for example, configure their access rights so that individual Requesters are only allowed to select certain ...
How can I stop pulling Bills from Xero?
Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...
Do Requesters of Batch Payments need access to and be a Requester in the Bill Creation, Review and Approval process?
No, the Requesters of Batch Payments do not necessarily need to be added to a Bill workflow. However, they will have access to all Approved and Awaiting Payment Bills according to the settings in the Requester matrix for the Batch Payment Creation ...
How to copy Xero Purchase Orders to a Bill
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...
How can I restrict the Requesters of Purchase Orders?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to ...