What happens if I receive an invoice from a new Supplier/Vendor?

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• Email to the Supplier/Customer settings

  This setting is relevant for Xero Purchase Order, Sales Invoice and Quote workflows. In ApprovalMax, you can set up a default email that will be sent automatically to the Supplier/Сustomer. This is how you set up email to Supplier/Customer: Find your ...

• How can I specify instructions for Xero Sales Invoice Requesters?

  An Organisation's Administrator can provide a message that will be shown to Requesters during Sales invoice creation. This is how instructions for Sales Invoice Requesters can be set up: Select your Organisation in the main menu and open Approval ...

• How can I specify instructions for QuickBooks Online Sales Invoice Requesters?

  Organisation Administrators can provide a message that will be shown to Requesters during Sales Invoice creation. This is how instructions for Sales Invoice Requesters are set up: In the main menu, select your Organisation and open Approval Workflows ...

• Is it possible to change a Sales Invoice after its final approval?

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• Automatically email Xero Purchase Orders created in ApprovalMax to a Supplier

  For Xero Purchase Orders created directly in ApprovalMax you can set up an email that will be sent to the Supplier once they're fully approved. You can also add more email recipients under Xero Contacts to keep everyone informed: This email is ...