How often is data synced with Dear?
Pulling new documents and pushing back approval decisionsApprovalMax pulls new Purchase Orders once every hour during the day. However, due to Dear API limitations, it’s not possible to get them right after they’ve been created.
You can initiate manual synchronisation though by clicking on the Refresh Requests List icon you'll find in the top right-hand corner in any list of requests. This opens a small pop-up window, which allows you to initiate the data synchronisation for all your Dear organisations and displays information about the last synchronisation:
Once a Purchase Order has been approved in ApprovalMax, its status in Dear changes immediately to Purchased. If a Purchase Order has been rejected in ApprovalMax, its status in Dear remains Ordering.
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...
How often is data synced with Dext?
New documents ApprovalMax pulls all new cost items captured by Dext and published as awaiting approval immediately. All documents Dext pushes to ApprovalMax also go through the predefined "Bill review and approval" workflow straightaway. The ...
What is the "Fraud Detection — changes after approval" setting? (Dear)
ApprovalMax tracks all changes that are made to a finance document in Dear after the document has been approved in ApprovalMax. This includes Organisation-wide changes such as Suppliers, Categories or Locations. ApprovalMax enables Administrators to ...
How can I find a particular request? (Dear)
When looking for a particular request, you can use the search function in the top right-hand corner. The search function is available in all list views for requests: You can search all your Organisations and all enabled workflows - it does not matter ...
Where can I find the reporting function? (Dear)
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open the Reports section: There are default reports already available, which can be adjusted if required: However, you also have ...