What happens with a document in ApprovalMax if I delete it in Xero?
If you delete an approved document in Xero, this information will be passed on to ApprovalMax. Therefore, the document in ApprovalMax will be cancelled.
If you need to remove such a document from ApprovalMax, please contact Support.
Related Articles
How to delete (offboard) a user in ApprovalMax (Xero)
What is the Offboarding feature? The Offboarding feature allows you to delete (offboard) users without leaving unnecessary traces that would block other operations in this Organisation. You can also replace offboarded users in their role as authors ...
Can I delete requests in ApprovalMax?
The only requests you can delete in ApprovalMax are those in "Draft" status. Requesters and Reviewers can cancel not yet approved requests, or you can contact support and we will delete requests on our side.
How to downgrade/cancel a subscription
Overview When we talk about downgrading a subscription, we refer to modifying the subscription plan to a lower tier or decreasing the permitted number of Organisations within a specific subscription by the Account Owner. On the same screen, the ...
Can I delete a Contact in ApprovalMax?
Requesters can edit or cancel Contact requests before all approvals have been collected: Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax. If you need to change or delete a Contact after full approval, you need to ...
Does ApprovalMax offer billing through the Xero App Store?
As one of the purchasing options, ApprovalMax offers billing through the Xero App Store. This means: referral customers, i.e. those who signed up via Xero SSU on the Xero Marketplace (https://apps.xero.com/uk/app/approvalmax) and whose billing ...