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 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 ...

• 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: ...

• 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 ...