How can Requesters amend a Contact before approval?
Pending Contact requests can be amended by Requesters.
In order to edit a Contact record, click on EDIT:
Edit the respective fields and resubmit the request for approval.
Please note: the approval process will start from scratch.
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Who can edit Contacts after they were submitted for approval?
The person who has requested a Contact's approval can edit and resubmit that Contact for approval up to the point where this Contact is fully approved.
Can I delete a Contact in ApprovalMax?
Requesters can edit or cancel Contact requests before all approvals have been collected: Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax. If you need to change or delete a Contact after full approval, you need to ...
How can I specify instructions for Xero Contact Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Xero Contact Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" ...
How can Requesters amend a Batch Payment request before its approval?
Pending Batch Payment requests can be amended by their Requesters. To edit a Batch Payment record, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will be started from scratch.
Can I create/approve Contact requests in the mobile app?
Yes, absolutely. In the mobile app: Requesters can create Contact requests and submit them for approval Approvers can approve/reject Contact requests, reassign requests to other Approvers, and communicate with the Requester and other Approvers in the ...