Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. To do so, navigate in the main menu to Approval Workflows under Workflows And Settings: Open the Bill workflow: Here, click on the ...
ApprovalMax product walk-through: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax https://www.youtube.com/watch?v=6T80pfkP_bU You can also refer to this article: How to copy Xero Purchase Orders to a ...
ApprovalMax allows Approvers who were added to the first step as Reviewers to review and edit Bills during the approval process according to the defined rules: Fields available for modification are: Tax Account Tracking Category Quantity Price* Bill ...
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 ...
Organisation Administrators can decide whether they want to allow Bill Approvers to add Purchase Order Requesters as Bill Approvers during the Bill-to-PO Matching, either automatically or manually, or if they don't want to allow adding Purchase Order ...