How to set up default Quote Terms
How to set up a Xero Quote workflow in ApprovalMax
This is how you can set up a Quote workflow: In the main menu, select your Organisation and open Approval Workflows under "Workflows and settings": Click on the Quote workflow: The first step is Quote creation. Here, you can add users who will be ...
How can I specify instructions for Xero Quote Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Quote creation. This is how instructions for Quote Requesters can be set up: Select your Organisation in the main menu and open "Approval Workflows" under ...
What is a Default Approver? (Xero)
When a new tracking option, inventory item, contact or account code, etc. is added in Xero, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be ...
How to set up a default Email to the Customer
ApprovalMax supports setting up a default Email to the Customer for Xero-connected Organisations. This is how it works: In the main menu, select the Organisation and open Approval Workflows under Workflows And Settings: Open the Quote workflow: Click ...
How does the approval of Xero Quotes work?
ApprovalMax allows to set up multi-step approval workflows for created in ApprovalMax Xero Quotes. This is how it works: Quotes are created directly in ApprovalMax. ApprovalMax starts the multi-step approval workflow as predefined for them in ...