How does the approval of Contacts work?
In ApprovalMax you can configure a multi-step approval
workflow for the creation of Contacts. This is a separate workflow that you need to set up and activate in order to use the Contact approval process
in ApprovalMax.
This is how it works:
- A new Contact is created and submitted for approval in ApprovalMax.
![](https://support.approvalmax.com/galleryDocuments/edbsn44de5125958d2a66fe50a0e8ef6992366933bfa6e0c04f06ab4cc43a7318e586313bba64929cdc10ad24ea22b81b9b3f?inline=true)
![](https://support.approvalmax.com/galleryDocuments/edbsn6f438806e94a0c7ecd1d2636ef3e09de46fd98a7f01372a8a2f3095c1966122159fb08ecef7cd9aa8e93dce2e3507151?inline=true)
- ApprovalMax starts the multi-step approval workflow as predefined for Contacts in ApprovalMax.
![](https://support.approvalmax.com/galleryDocuments/edbsn3707db150bb573bdabcf1707356a27c7d13cf972dea2487c7d12a06b917d6ef807f4e3dbbe14fa78f883ebff37ff51f3?inline=true)
- The respective managers get notified that their approval is required and make their decision.
- When all approvals are in place, the Contact status changes to “Approved” and the Contact is created in Xero.
![](https://support.approvalmax.com/galleryDocuments/edbsn790418cc7898125ff9774f32d0509f3a190d961843ad0abe7807d8629ef17d3c2c5e2cf0f053731d2c9563ec76ed14cd?inline=true)
Related Articles
Video: How to perform Contact approval
ApprovalMax product walk-through: how to perform Contact approval in ApprovalMax https://youtu.be/OuOYwSFxJ5c You can also have a look at this article: How does the approval of Contacts work?
Will a Contact created in a Purchase Order request be subject to approval?
New Contacts created in a Purchase Order will not be a subject for approval and get pushed to Xero right away.
Why don’t I see my Xero Contact in Dext?
The reason why a Contact created in Xero and synced to ApprovalMax is not visible in Dext is that Dext syncs only Suppliers from ApprovalMax (via the Dext-ApprovalMax-Xero integration). Contacts in Xero are only recognised as a Supplier when a Bill ...
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 ...
What are the requirements for using Contact approvals?
Before you can use Contact approval workflows in ApprovalMax, some requirements must be met: The ApprovalMax Organisation must be actively connected to the Xero Organisation. The Xero subscription must not be expired. The ApprovalMax Organisation ...