How can Requesters amend a Xero Batch Payment before its approval?
Pending Xero Batch Payment requests can be amended by their Requesters.
To edit a Xero 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.Related Articles
Who can edit Xero Batch Payment requests after they were submitted for approval?
The person who has requested a Xero Batch Payment can edit and resubmit this Xero Batch Payment request for approval up to the point where the Xero Batch Payment is fully approved:How does the approval of Xero Batch Payments work?
In ApprovalMax, you can configure a multi-step approval workflow for Xero Batch Payments. This is a separate workflow that you need to set up and activate to use the Xero Batch Payment approval process in ApprovalMax. This is how it works: New Xero ...Why does the link to a Xero Batch Payment in Xero state that it's been deleted when it was approved in ApprovalMax?
There are two possible reasons for why Xero Batch Payments created and approved in ApprovalMax are shown as Deleted in Xero: The Xero Batch Payment was removed in Xero after its approval The Xero Batch Payment was changed in Xero after its approval ...How to create a Xero Batch Payment
How to enable Xero Batch Payment creation: To enable the creation of Xero Batch Payments in ApprovalMax, the Xero Batch Payment workflow needs to be set up and activated In the Payment Creation section, you can specify all users who will be able to ...How can I specify instructions for Xero Batch Payment Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Xero Batch Payment creation. This is how instructions for Xero Batch Payment Requesters can be set up: Find your Organisation in the main menu and open ...