What are the requirements for using Contact approvals?
Before you can use Contact approval workflows in ApprovalMax, some requirements must be met:
- The ApprovalMax
Organisation must be actively connected to the Xero Organisation.
- The Xero subscription must not be expired.
- The ApprovalMax
Organisation must be on an active Advanced or Premium plan.
How does the approval of Contacts work?
In ApprovalMax you can configure a multi-step approval workflow for the creation of Contacts. This is a separate workflow that you need to set up and activate in order to use the Contact approval process in ApprovalMax. This is how it works: A new ...
Contact approval process: who will be notified, and when?
Requesters are notified about approvals, rejections and comments. Approvers are notified when their decision is required. The previous Approvers as well as the current Approvers of a step get notified about comments. The Approvers of later steps ...
Can I delete a Contact in ApprovalMax?
Requesters can edit or cancel Contact requests before all approvals have been collected: Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax. If you need to change or delete a Contact after full approval, you need to ...
What are the requirements for using the Batch Payment approval process?
The Xero subscription is active and has not expired The ApprovalMax Organisation is on one of the supported subscription plans: ApprovalMax Trial Organisation connected to Xero (during 14-day free trial period) ApprovalMax Standard plan + Advanced ...
How can I specify instructions for Xero Contact Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Xero Contact Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" ...