How to migrate from the Review Function to Editing on Approval

In 2017, ApprovalMax introduced a basic Review and Coding functionality specifically for Xero Bills. Since then, we've developed a much more advanced and flexible solution – Editing on Approval – which covers a wider range of Xero workflows.

We will discontinue our support for the old Review functionality soon.

To benefit from the powerful Editing on Approval, we encourage all customers to migrate to the new feature. If your Organisation is under the Advanced or Premium plan, you can continue using Editing on Approval once the migration is complete.

This is how you migrate to the new Editing on Approval feature: 

1. Go to Workflows and settings > Approval workflows > Bill workflow and click on the START MIGRATION button in the green panel labelled Important Update:
   
   

1. In the pop-up window, you'll see a confirmation message stating that no Reviewers are set (if applicable). Click on YES, MIGRATE NOW to continue:
   
   
             
   
   

Important: Once you migrate, this change is permanent and cannot be undone. The old Review functionality will no longer be available to you.

1. After initiating the migration, you’ll be shown a list of Bills currently in progress. These are not affected by the workflow update unless you restart their approval manually.
   You can choose to:

1. Leave a comment explaining the change to Approvers
2. Restart the approval process for one or more Bills in progress
   

        

Please note: Only new approval requests are affected by the updated workflow. Existing ones must be restarted manually to use the new editing features.

1. Once the migration is successfully completed, you'll see a confirmation message:
   

        

1. As a result, all rules from the old Review functionality will be migrated to the editing matrix for Approvers, where you can select which fields Approvers are allowed to edit during the approval process:

        

Please note: The migration is only possible if, in the old Review functionality, the Reviewer was also added as an Approver in the workflow.

To learn more about how Editing on Approval works and how to configure editing permissions for Approvers, check out this related article in our Knowledge Base. 

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