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 Default Approver, the Organisation's Administrator and the Auditor.
A Default Approver is only able to review Bills if he/she was also added in the Reviewer matrix.
How does Bill review / editing work?
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, please go to the Bill approval workflow. Click on "Reviewers" and add the persons ...
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 ...
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 happens if the Default Approver approves a request?
The Default Approver is a person specified in the approval step to cover cases where no Approver has been assigned based on the rules in the approval matrix. Consequently, the Default Approver's approval does authorise the step. However, the ...
How can I stop pulling Bills from Xero?
Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...