Is there a way we can make Xero Purchase Orders look more company branded?
Yes, that's definitely doable, however, you'll need to do that on the Xero side.
This is how it works:
In Xero, click on the name of your Organisation and go to Settings —> Invoice settings. Here, change the theme. You can add a logo as well as change some information and the layout.
Once finished, click on "Save" and sync this data back to ApprovalMax.To do so, go to either the approval or requester matrix in any workflow of your Organisation. Alternatively, open Organisation name > Organisation, click on the icon and then on "Sync now" next to Themes.
Is there a way we can make QuickBooks Online Purchase Orders look more company branded?
Yes, that's definitely doable, however, you'll need to do that on the QuickBooks Online side. If you change the master form style in QuickBooks Online, this will be applied to all Purchase Orders you raise and send to QuickBooks Online via ...
How does the approval of Xero Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. There are two ways to create Purchase Orders: directly in ApprovalMax or in Xero. This is how the approval of Purchase Orders created directly in ApprovalMax works: ...
Sending approved Purchase Orders to suppliers
If you want to send an approved Purchase Order automatically to the supplier, you must first enable this feature by ticking the respective checkbox while creating the Purchase Order: If you want to send approved Purchase Orders to multiple contacts, ...
How can I restrict the Requesters of Purchase Orders?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to ...
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. ...