How can I set up editing rules for Approvers?
Currently, Editing on Approval is available for Xero Purchase Order, Bill, Sales Invoice and Quote workflows.
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What is the difference between the Review step and the Editing on Approval feature?
What is the Editing on Approval functionality? Approvers with editing privileges can change requests during the approval process without having to reject them. ApprovalMax Administrators and Workflow Managers can grant editing permissions to ...
How alternative rules in the approval matrix work (Xero)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular approval request. Conditions are set based on the master data received from Xero: suppliers, tracking categories, accounts, etc. ...
How to set up Xero Batch Payment approval workflow
This is how you set up Xero Batch Payment workflow: In the main menu, find your Organisation and open the Approval Workflows page under Workflows And Settings: Click on the Xero Batch Payment approval workflow: The first step is Payment Creation. ...
How to set up an Airwallex Batch Payment approval workflow
This is how you set up an Airwallex Batch Payment workflow: In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings: Select the respective approval workflow: The first step is Payment Creation. Here you can ...
How to split Line Items during Editing on Approval
To split Line Items, Approvers can clone a Line Item for editing – if they have the following editing permissions in the step: Description Unit price Quantity Account Tax rate Please note: The total amount of the request must remain unchanged. ...