Is it possible to change a Quote after its final approval?

While a Quote has not been fully approved, its Requester has the option to edit the request (this means the Quote will be resubmitted for approval), or to cancel it.

 

As soon as a Quote has been fully approved, it can no longer be changed in ApprovalMax.

However, if changes are inevitable, authorised users will be able to make them in Xero to Quotes in the Sent status. The alteration will be synced back to ApprovalMax.

Alternatively, you can create a new Quote and ask to have the previous one cancelled/deleted in Xero.

If there have only been changes to the Quote amount to increase it, it's recommended to create a new (additional) Quote for the difference between the two amounts. This will avoid changes in Xero.

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