What happens after an approval / rejection?
Once a document has been approved in ApprovalMax, it is automatically authorised in Xero.
one of the Approvers rejects a request, initially created in Xero and submitted for approval, the document is moved to the
Draft list in Xero (except for Purchase Orders, which are left in the list Submitted for approval).
If one of the Approvers rejects a request, initially created directly in ApprovalMax, the document remains in ApprovalMax as Rejected, can be edited by Requester and resubmitted for approval.
How alternative rules in the approval matrix work
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice or Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...
Approval decision policy (Xero)
If you have the same Approvers in several steps of an approval workflow, you can decide whether they all have to approve in each and every one of the steps, or if the approval decision made in the first step is to be applied to all other steps too. ...
How can I set up an approval matrix?
This is how you define the conditions for the selection of Approvers in a step: In the step, click on the icon “Approval matrix” If necessary, add Approvers for this step via the button Specify the conditions that will determine who approves what. ...
What is a Default Approver?
When a new tracking category, inventory item, or account code is added in Xero, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be specified ...
How can I overwrite a decision (force an approval or rejection)?
As the Administrator of an Organisation you can use the option of forcing an approval or rejection for any open approval request. There are two things to keep in mind when thinking about forcing a decision: You must be an Administrator for the ...