Is it possible to modify any of the fields in Purchase Orders/Bills with ApprovalMax?

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• 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. 

• What Xero data does ApprovalMax modify?

  ApprovalMax works with Xero data in two modes: In write mode (with documents 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 ...

• Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?

  In order to pull Purchase Orders/Bills from Xero, you need to ensure the following: 1. The Purchase Order/Bill workflow is activated and the "Pulling from Xero" step is set up:  How do I set up the "Pulling from Xero" step for Purchase Orders?  How ...

• What is the "Pulling from connected Organisation" feature? (QuickBooks Online)

  ApprovalMax allows the proper tracking of documents that were created in QuickBooks Online, without going through the appropriate approval workflow in ApprovalMax. This feature is available for Bills, Purchase Orders and Expenses and can be ...

• Bill-to-PO Matching: Can I match Bills to Purchase Orders in the mobile app?

  Yes, this is perfectly possible. The current Bill Approvers and the Organisation's Administrators can easily match Bills to Purchase Orders in our mobile app. Simply click on the "MATCH" button in the Bill: Next, select the Purchase Orders for ...