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 or 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. After ...
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 amend a supplier in ApprovalMax?
At the moment, ApprovalMax does not support the editing of suppliers that have been created in Xero or directly in ApprovalMax. If you need to apply changes, you can do it in Xero.
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, ...
How can I enable the creation of Vendors in ApprovalMax?
ApprovalMax allows the creation of new Vendors right within the platform, before they're being processed in QuickBooks Online and added to the QuickBooks Online Vendor list. This is how you configure ApprovalMax to enable Requesters to create new ...