Who can change requests in ApprovalMax?
The person who created the request in ApprovalMax (Requester) can modify it.
If any changes are applied, the approval process will be restarted going through the approval workflow again, and previous approvals will be reset.
For Xero integrated companies only it is also possible for Bill approver of the first step who was also added as a Reviewer to edit
and approve a Bill.
How can I change the integration in Dext? (Xero)
If you're having a problem with the ApprovalMax-Dext-Xero connection, the reason could be that you're integrated directly with Xero. If this is the case, you need to change the integration in Dext. This is how it works: On the Integrations page in ...
Roles in ApprovalMax (Xero)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
Who can create requests in ApprovalMax?
All users that were added as a Requester in the Creation step can create requests in ApprovalMax: Requests created in ApprovalMax are pushed to the accounting system (Xero, QuickBooks Online, NetSuite) upon their final approval.
How can I change the Xero default currency?
You can select your base (default) currency while adding an Organisation in Xero. Once your Organisation has been added, it is not possible to change your base currency. You'll find more information on this here. The Xero default currency is ...
Is it possible to change the email address of a user?
There is no direct way to change the email address of a user who was invited to ApprovalMax as the email address is tied to the user identity. However, the Administrator can use one of the following workarounds: Solution 1: The Administrator creates ...