Set up an approval workflow in just 10 minutes

Set up an approval workflow in just 10 minutes

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    • Set up an approval workflow in just 10 minutes

      How to set up a bill approval workflow. How to set up a purchase order approval workflow. How to set up a sales invoice approval workflow.
    • Which Purchase Orders are available for matching?

      Purchase Orders (PO) can only be matched to Bills if:  PO and Bill have the same Supplier and Currency  PO is not marked as "Billed". Billed status can be revised. PO date does not exceed the Bill date (if the "No, do not allow matching Bills with ...
    • 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: ...
    • What is Bill to PO Matching?

      ApprovalMax enables Approvers to manually match incoming Bills with the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Limitations for approvals can ...
    • How can I enable Bill to PO Matching?

      This is how you enable the Bill to PO matching feature: Go to Approval workflows > Bill Review and Approval workflow. Click on theicon and enable PO Matching. Now, you will see matching blocks for both Bills and Purchase Orders. Learn how to match ...