How can I restrict the Requesters of Xero Quotes?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Quotes in ApprovalMax. For example, access rights for the creation of Quotes can be configured so that a particular Requester is allowed to select only particular Customers or a particular Tracking Category.
This is how you can restrict a Requester:
- Click on the matrix icon in the first step of the workflow to open the Requester matrix.
- Add the Requesters who will be allowed to create Quotes.
- Specify the restriction criteria, such as: Customer, Account (GL Code), Tracking Codes, Item, Tax.
- Click on DONE and update/activate the approval workflow to save your settings.
Please note: in some cases, you can choose whether the field should be mandatory or optional for the Requester to fill in during Quote creation:
The Customer field is always mandatory.
Related Articles
How can I restrict the Requesters of Xero Bills?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Bills directly in ApprovalMax. For example, access rights for the creation of Bills can be configured so that a particular Requester is ...
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 Xero Batch Payments. You can, for example, configure their access rights so that individual Requesters are only allowed to select certain ...
How can I restrict the Requesters of Xero Sales Invoices?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Sales invoices directly in ApprovalMax. For example, access rights for the creation of Sales Invoices can be configured so that a particular ...
How can I restrict the Requesters of Xero Manual Journals?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating a Manual Journal. You can, for example, configure their access rights for Manual Journal creation in a way that individual Requesters are ...
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 ...