Is it possible to see the original invoice/receipt during the approval process?
Approvers often want to see the original invoice/receipt before they approve its digital version in ApprovalMax.
If the original document has been uploaded as an attachment to Xero or ApprovalMax during Bill creation, or was created in Receipt Bank through the direct connection between Receipt Bank and ApprovalMax, it will be pulled to ApprovalMax and then, of course, it's possible to see it there. We also have a handy Side-by-Side
View feature that shows both the original document and its digital version on the same screen.
How to handle cases with delivery confirmation/goods receipt (GR) in ApprovalMax
There are generally two ways to handle delivery confirmation. One option: You can have a dedicated step for delivery confirmation (GR) in the "Bill creation, review and approval" workflow. By using this method, the Bill Approver confirms that the ...
How can cost items from Dext bypass the approval workflow in ApprovalMax?
The documents pushed from Dext to ApprovalMax will only go through the predefined Bill Review and Approval workflow if the value "Invoice" has been selected as the "Publish to" destination in Dext. If you want the approval process to be bypassed, ...
Set up an approval workflow in just 10 minutes
How to set up a bill approval workflow. How to set up a purchase order approval workflow. How to set up a sales invoice approval workflow.
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: Navigate to the main menu in the upper left-hand corner. Under your Organisation, open ...
How alternative rules in the approval matrix work
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice or Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...