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 creation, review and approval" workflow:
If you have Approvers who are able to amend Bills but want to prevent them from editing, just remove all Approvers of the first step from the Reviewer matrix and start over the approval workflow.
How does Bill review / editing work?
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, please go to the Bill approval workflow. Click on "Reviewers" and add the persons ...
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 ...
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 ...
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 ...
Can I edit Bills which Dext has published to ApprovalMax?
Yes, the Approvers in the first step who were also added as Reviewers can amend Bills that were published to ApprovalMax by Dext. You'll find more details on the Review and Editing feature here.