Who needs access to Cin7 Core?
The person who will connect ApprovalMax to Cin7 Core needs full access to Cin7 Core.
Requesters* who create Purchase Orders in Cin7 Core need access to Cin7 Core.
* Unfortunately, ApprovalMax is not aware of who creates particular Purchase Orders in Cin7 Core because all requests pulled to ApprovalMax get created in the same name - the one specified in the Pull from Cin7 Core step.
Approvers who authorise Purchase Orders don't need access to Cin7 Core in order to approve documents in ApprovalMax — this is one of the core benefits ApprovalMax provides.
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Do Approvers need access to Cin7 Core to do approvals?
No, Approvers who authorise Purchase Orders don't need access to Cin7 Core in order to approve them in ApprovalMax — this is one of the core benefits of ApprovalMax. Please also see who needs to have access to Cin7 Core.
Who needs to have access to Xero?
The person who connects ApprovalMax to Xero needs full access to the Xero file. Approvers who approve Bills, Purchase Orders, and other documents don't need access to Xero in order to approve documents in ApprovalMax — this is one of the core ...
Do Approvers need access to Xero to do approvals?
No, Approvers who authorise Bills, Purchase Orders and other documents don't need access to Xero in order to approve them in ApprovalMax — this is one of the core benefits of ApprovalMax.Please also see who needs to have access to Xero.
Where can I find the reporting function? (Cin7 Core)
In the main menu select your Organisation and open the Reports section: There are default reports already available, which can be adjusted if required: However, you also have the option to create your own report with filters that reflect your ...
Cin7 Core Getting Started Guide
ApprovalMax extends the online accounting platform Cin7 Core with approval-driven financial controls for Accounts Payable. It replaces paper- and email-based approvals with fully automated multirole and multitiered approval workflows to ensure spend ...