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 ...

• 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.

• How does the approval of NetSuite Purchase Orders work?

  ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders.  This is how the approval of Purchase Orders created in NetSuite works: Purchase Orders are created and submitted for approval in NetSuite or directly in ApprovalMax. ...