Video: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax

• Related Articles

• Video: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax

  ApprovalMax product walk-through: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax - YouTube You can also ...

• How to create a Purchase Order in ApprovalMax

  How to create a Purchase Order For Xero users For QuickBooks Online users For NetSuite users How to create a Purchase Order To create a Purchase Order (or any other request) in ApprovalMax, click on the +NEW REQUEST button in the top right-hand ...

• How to create QuickBooks Online Bills for approval in ApprovalMax

  There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. Among them: Without going through the 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: How to handle cases where the Bill is different from the Purchase Order

  Sometimes Purchase Orders and the subsequent Bills do not match. However, there are several solutions you can use to fix this issue: Allocate the amount only partially. Ignore the fact that Purchase Order and Bill are different. You still have the ...