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

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• 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 can I create a Purchase Order in ApprovalMax?

  To create a Purchase Order (or any other request) in ApprovalMax, click on the "+NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE A ...

• How to copy Xero Purchase Orders to a Bill

  ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...

• 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 ...