Is it possible to split a request on the basis of its line items if they are to be approved by different Approvers?
If requests have
multiple lines with different tracking categories/accounts etc. that need to be
approved by different Approvers, it is possible to set up different approval
conditions for each Approver in the approval matrix.
Please see an example below:
created in / pulled from Xero with 3 lines for the Marketing, G&A and Sales
department approval will be routed to Kaitlyn, Lucy and Nikolas. However, each Approver
will see the whole request. Unfortunately, it is not possible to split a request
by line item for different Approvers in a way that each one can only see their
Can the second approval step be bypassed if the Approvers are the same ones?
By default, if the Approvers in the second step are the same ones as in the first step, it is still not possible to bypass the second step to save them from having to approve twice. ApprovalMax will follow your workflow even if the responsible ...
How can I hide Categories/Items for QuickBooks Online Bill?
It is possible to hide QuickBooks Online Categories/ Items from the Bill creation form. This is how it can be done by a company Administrator: Find a proper Organisation under the main menu and click on "Approval workflows" Choose the right workflow ...
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, ...
What are tracking categories used for?
In Xero, you can set up tracking categories to see how different areas of your business are performing (such as departments, cost centres, or locations). This is an example of what it can look like: In ApprovalMax, you can use Xero tracking ...
Why are Purchase Orders not showing in Xero after approval?
Purchase Orders will only be synced to Xero once they have been fully authorised (all approvals in all steps have been obtained). As long as a request is still pending the approval of one of the Approvers, it keeps the "Open" status in ApprovalMax. ...