Is it possible to modify any of the fields in Purchase Orders/Bills with ApprovalMax?
Unfortunately, this kind of customisation is not possible because ApprovalMax has to be compliant with the data that Xero can receive. That's why it's not allowed to create additional fields or rename existing ones.
How to copy Xero Purchase Orders to a Bill
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...
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 ...
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 ...
How can I match Bills with their initial Purchase Orders?
The current Bill Approver, Purchase Order Requester, or the Administrator can match Bills and approved Purchase Orders with the same currency and supplier up to that point where the Bill got approved / the Purchase Order was closed - provided the ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with Purchase Orders created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up) In read-only mode (with ...