How can an Approver review/edit Bills?
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:
*The total Bill amount for each line item should not be changed if the fields Qty, Price or Tax have been altered; otherwise, you will see this message:
** Reviewers can also add/remove Bill attachments during their review:
Please note: Bill editing is only available in the very first step of the approval process. It is designed this way to ensure compliance — to ensure that a Bill is not changed after approval by a particular Approver. Please note: there is no specific order for the Reviewers to check Bills. However, if a Reviewer makes changes and the other Approvers in the step have already approved that Bill, the approval process will restart from scratch. *On request, a feature for changing the Item Description is available (in beta). Please get in touch with our Customer Support team if you'd like to try it.
Are Reviewers able to see and edit Bills if a Default Approver has been assigned?
A Reviewer is an Approver in the first step of a Bill Creation, Review and Approval workflow, who can review and edit Bills without sending them back to Xero. Please note: it's compulsory for Reviewers in ApprovalMax that they are also an Approver in ...
How Bill review/ editing can be set up?
ApprovalMax allows Approvers of the first step added as Reviewers to review and edit a Bill during the approval process. In order to configure Bill review and coding, follow the steps below: In the main menu select your Organisation and open ...
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
Does ApprovalMax support a review and editing functionality for Xero Purchase Orders?
No, the Review and Editing functionality is supported for Xero Bills only. Purchase Orders can be modified exclusively by the person who created them (the Requester), and only up to the point of full approval. If any changes are applied during the ...
How to prevent Xero Approvers from editing Bills
If you don't have Approvers who can amend Bills in ApprovalMax and don't want to activate this option either, just do not set the Reviewer matrix. This means: don't add any Approvers of the first step to the Reviewer matrix in the Bill workflow: If ...