How can I restrict the Requesters of Xero Sales Invoices?
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How to create Xero Sales Invoices for approval in ApprovalMax
There are several options for creating Sales Invoices which are then run through the approval workflow in ApprovalMax: Sales Invoice creation in Xero Sales Invoice creation in ApprovalMax Sales Invoice creation in ApprovalMax as a copy of Quote Sales ...
How can I specify instructions for Xero Sales Invoice Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Sales invoice creation. This is how instructions for Sales Invoice Requesters can be set up: Select your Organisation in the main menu and open Approval ...
Is it possible to unreject a Sales Invoice?
If a Sales Invoice that was created in Xero gets rejected by an Approver, it goes back to Xero in the Draft status. Its Requester needs to amend the Sales Invoice in Xero and then resubmit it for approval. If a Sales Invoice that was created in ...
How can I stop pulling Sales Invoices from Xero?
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 ...
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 ...