Why can't I approve from the email notification?
There are several possible reasons why the approval from your email notification does not work:
- If you click on the Approve button and see a window with the message "Updated", it means that the request was updated after the
notification had been sent. If this is the case, please close the notification window,
refresh the browser window, check the updated request, and then make a
- If there is an error message saying the
document cannot be found, it means that either the document was
deleted or you've been removed from the list of Approvers.
- If you are not able to click on the buttons, there could be a problem with your email client. It is a typical issue in MS Outlook that the "Reject" or "Approve"
buttons do not work. The solution to this problem is described in the
Microsoft support article Hyperlinks are not working in Outlook .
How can I switch off email notifications?
ApprovalMax sends out two types of email notification: New requests, comments (instantly) Summary of open requests (daily). You can set up days and time for sending daily summary reports. This is how you can switch off notifications: Click on ...
What is a Default Approver?
When a new tracking category, inventory item, or account code is added in Xero, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a “Default Approver” can be specified ...
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 ...
How alternative rules in the approval matrix work
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice or Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...
How can I approve Xero Bills pulled from EzzyBills?
It’s just as easy to set up approval workflows for Bills that are pulled from EzzyBills or another OCR solution. Once invoices have been pushed from EzzyBills to Xero, they can be approved in ApprovalMax. You can implement multi-step approval ...