Is there a way to select a group of Xero Contacts for Approvers/Requesters to use?

Is there a way to select a group of Xero Contacts for Approvers/Requesters to use?

Unfortunately, it's not possible to use a group of Xero Contacts.
However, you can select specific Contacts that each Requester/Approver will be able to use.

This is how it works:
  1. Open the Requester/Approval matrix and select the option "Contact that matches" / "Supplier matches".
  2. Click on the box to select the Contacts/Suppliers that you want to be available for each Requester/Approver (those Contacts are taken from your list of Xero Contacts):

In addition, ApprovalMax supports the copying of rules and restrictions from one workflow participant to another. 



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