What do the audit reports for Contact requests include?
The audit reports for Contact requests include the following information:
- Contact details from the Contactform
- Approval log
Can I download multiple audit reports in a single archive?
Yes, multiple audit reports can be downloaded as an archive with a single click. This facilitates the preparation of the document package for bulk payment approvals. This is how you download multiple audit reports in a single archive: Go to the main ...
What do the audit reports for Vendor requests include?
The audit reports for Vendor requests include the following information: o Vendor details from the Vendor request o Approval log
What do the audit reports for Contact workflows include?
The audit reports for Contact workflows include the following information: The date of workflow creation The date of workflow updates The date at which the pdf has been generated The name of the user who generated the pdf A list of Requesters, ...
Where can I find the reporting function?
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports" section: There are default reports already available, which can be adjusted if required: Bills pending approval ...
Are audit reports sent to the customer with the Sales Invoice?
Xero has 2 types of attachments for Sales Invoices: Those to be sent with the Invoice Those not to be sent with the Invoice ApprovalMax attaches PDF audit reports as "Those not to be sent with the Invoice". So you will not send an audit report by ...