What happens after an approval / rejection?
Once a Purchase Order/Bill/ Expense request has been approved in ApprovalMax, it is automatically created in QuickBooks Online.
If one of the Approvers rejects a request, the document will not be created in QuickBooks Online.
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 ...
Are there any files attached to the Purchase Order that gets sent to the Supplier?
A PDF file containing only the Purchase Order itself will be emailed to the Supplier after its final approval. If you attach any files to the Purchase Order, they will not be sent. However, when you select that your Purchase Order should be sent ...
Why does the item code not show in the Purchase Order PDF?
If you use ApprovalMax for Purchase Order creation, approval, and dispatch to the supplier, you'll probably want to see the item code in the corresponding PDF file. However, there is no Item Code field in the default PDF template. To add it, open ...
How alternative rules in the approval matrix work (Xero)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note or Batch Payment approval. Conditions are set based on the master data received ...
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: ...