How often is data synced with Cin7 Core?
Pulling new documents and pushing back approval decisionsApprovalMax pulls new Purchase Orders once every hour during the day. However, due to Cin7 Core 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 Cin7 Core organisations and displays information about the last synchronisation:
Once a Purchase Order has been approved in ApprovalMax, its status in Cin7 Core changes immediately to Purchased. If a Purchase Order has been rejected in ApprovalMax, its status in Cin7 Core remains Ordering.
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Credit Notes/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. For Bills ...
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 go straightaway through the predefined "Bill review and approval" workflow. The ...
Synchronisation of related Xero data
ApprovalMax pulls related Xero data such as Contacts/Accounts/Themes etc. every 2 hours. To speed up this process, the Administrator of an Organisation can force the synchronisation manually. To do so, go to either the approval or requester matrix in ...
What happens if the Default Approver approves a request? (Cin7 Core)
The Default Approver is a person specified in the approval step to cover cases where no Approver has been assigned based on the rules in the approval matrix. Consequently, the Default Approver's approval does authorise the step. However, the request ...
Why are Purchase Orders not appearing as "Ordered" in Cin7 Core after they have been approved?
Purchase Orders will only be synced to Cin7 Core and their status will be updated to "Ordered" once they have been fully authorised (all approvals in all steps have been obtained). As long as a request is still pending the authorisation of one of the ...