What Xero data does ApprovalMax modify?
ApprovalMax only modifies data in certain situations (for documents pulled from Xero to ApprovalMax):
- When all approvals are in place, the document is authorised in Xero.
- If
one of the Approvers rejects a request, some documents are moved to Drafts in Xero; that’s how the accountant finds out that something’s
wrong.
- ApprovalMax sets back the link from Xero to ApprovalMax.
ApprovalMax
never modifies Line Items / Amounts or other sensitive data pulled in
read-only mode. The only exception is in connection with the
Review feature.
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