Are Reviewers able to see and edit Bills if a Default Approver has been assigned?
A Reviewer is an
Approver in the first step
of a Bill Creation, Review and Approval workflow, who can review and edit Bills without sending them back to Xero.
Please note: it's compulsory for Reviewers in ApprovalMax that they are also an Approver in the first step
If a Default Approver gets assigned, it means that no designated Approver was specified for that step. In such cases, the request will be seen by the assigned
, the Organisation's
A Default Approver is only able to review Bills if he/she was also added in the Reviewer matrix.
How can an Approver review/edit Bills?
ApprovalMax allows Approvers who were added to the first step as Reviewers to review and edit Bills during the approval process according to the defined rules: Fields available for modification are: Tax Account Tracking Category Quantity Price* Bill ...
How Bill review/ editing can be set up?
ApprovalMax allows Approvers of the first step added as Reviewers to review and edit a Bill during the approval process. In order to configure Bill review and coding, follow the steps below: In the main menu select your Organisation and open ...
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
What is a Default Approver? (Xero)
When a new tracking option, inventory item, contact or account code, etc. 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 ...
Does ApprovalMax support a review and editing functionality for Xero Purchase Orders?
No, the Review and Editing functionality is supported for Xero Bills only. Purchase Orders can be modified exclusively by the person who created them (the Requester), and only up to the point of full approval. If any changes are applied during the ...