Is it possible to amend a supplier in ApprovalMax?
At the moment, ApprovalMax does not support the editing of suppliers that have been created in Xero. If you need to apply changes, you can do it in Xero.
However, it is possible to amend contacts created directly in ApprovalMax with "Contact creation and approval workflow".
Is it possible to amend a vendor in ApprovalMax?
At the moment, ApprovalMax does not support the editing of vendors that have been created in QuickBooks Online. If you need to apply changes, you can do it in QuickBooks Online. However, it is possible to amend vendors created directly in ApprovalMax ...
Can Purchase Orders/Bills be amended after approval?
Before the final approval, Requesters are allowed to amend Purchase Orders and Bills that were created in ApprovalMax. Such changes will lead to a restart of the approval workflow process and all approval decisions made so far will be reset. ...
How can I change the currency in QuickBooks Online Purchase Orders?
Provided that your Intuit account features multi-currency support and you managed "Currencies" in the advanced settings of your QuickBooks Online Organisation, you can specify a different currency (other than your home currency) for a Supplier: ...
Can I set a default text for Emails to the Supplier?
It is currently possible to set a default wording in the standard email which gets sent to the Supplier once a Purchase Order has been approved. This feature is available under the Beta key. Please contact Customer Support team if you’d be interested ...
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 ...