Who can create Purchase Orders and other requests?
To enable a user to raise Purchase Orders and other requests, he must be added as a Requester to the corresponding workflow, be that a Purchase Order workflow or a Standalone workflow.
If you need to create a Purchase Order but cannot do that, please contact your Administrator and ask to be added as a Requester to the Purchase Order workflow.
How can I restrict the Requesters of Purchase Orders?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to ...
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: ...
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 ...
How can I create a sample for Purchase Orders?
In ApprovalMax, you can save Purchase Orders as a draft. From such a draft you can create a clone, which means you don't have to create the same Purchase Order over and over again. The cloned Purchase Order can then be opened in edit mode and you can ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...