Is it possible to see the original invoice/receipt during the approval process?

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.

    • Related Articles

    • 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 ...
    • 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 and select your Organisation Open ...
    • How alternative rules in the approval matrix work (Xero)

      The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note or Batch Payment approval. Conditions are set based on the master data received ...
    • How to submit Expenses in Dext and approve them in ApprovalMax

      Any cost item captured with Dext can be published to ApprovalMax if it is set as: Receipt ATM Other Invoice Statement Delivery note Mileage However, cost items of the Credit Note/Refund type are currently not supported. The documents pushed from Dext ...