Is it possible to rename Xero approval workflows?
No, it's not possible to rename Xero-connected approval workflows. However, you can give a name to each of the
approval steps in the approval workflow.
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How can I see paid Sales Invoices that have bypassed the approval workflow?
It's possible that some of your Sales Invoices were approved for payment directly in Xero and, therefore, bypassed the approval workflow. In ApprovalMax, you can build a report to track all such cases. This is how it can be done: Activate the ...
How can I see paid Bills that have bypassed the approval workflow?
It's possible that some of your Bills were approved for payment directly in Xero and, therefore, bypassed the approval workflow. In ApprovalMax, you can build a report to track all such cases. This is how it can be done: Activate the settings in the ...
How to deactivate an approval workflow?
If you want to stop one or several approval workflows, you can simply deactivate the respective workflow(s) in ApprovalMax at any time. Here is how it works: Select your Organisation in the main menu Open "Approval workflows" page under "Workflows ...
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What is the "Fraud detection — bypassing the approval workflow" feature?
ApprovalMax allows the proper tracking of documents that were created and then approved directly in Xero, without going through the appropriate approval workflow in ApprovalMax. Administrators of an Organisation are notified about such activities, as ...