Set up an approval workflow - guides (Xero)

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• Set up an approval workflows guides (QuickBooks Online)

  Set up a bill approval workflow. Set up a purchase order approval workflow.

• Xero Purchase Order life cycle

  Purchase Order creation There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from Xero. Purchase Order approval When you submit a Purchase Order for ...

• Bill-to-PO Matching: advanced settings for Bill-to-Purchase Order Matching

  Firstly, the Administrator must ensure that Purchase Order Matching is enabled in the Bill Approval workflow settings. Select your Organisation in the main menu and open "Approval workflows" page under "Workflows and settings" section. Click on the ...

• 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: ...

• Can I set an Auto-approval rule for a Bill if it matches a Purchase Order that was already approved? (Xero)

  No, at the moment, it is not possible to set up Auto-approvals based on the matching or approval of the related Purchase Orders.