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 with "Vendor creation and approval workflow".
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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 a Contact ...
Can I delete a Contact in ApprovalMax?
Requesters can edit or cancel Contact requests before all approvals have been collected: Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax. If you need to change or delete a Contact after full approval, you need to ...
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.
Is it possible to run the approval process for existing Contacts?
No, this is not possible. The Contact Approval workflow in ApprovalMax can only be initiated for newly created Contacts.
About ApprovalMax
ApprovalMax was founded in March 2014 by a team of workflow/BPM professionals who are passionate about easy tools that reduce complexity, deliver simplicity, and just work. Our goal is to provide finance managers and accounting outsourcing companies ...