How does the approval of Xero Purchase Orders work?

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:
  • Purchase Orders are created and submitted for approval in ApprovalMax.
  • ApprovalMax starts the multi-step approval workflow as pre-defined for them in ApprovalMax.
  • The respective managers get notified that their approval is required, and make their decision.
  • When all approvals are in place, the Purchase Order is created in Xero as “Authorised” and moved to the “Approved” list.

This is how the approval of Purchase Orders created in Xero works:
  • Purchase Orders are created and submitted for approval in Xero.
  • ApprovalMax pulls these Purchase Orders including all relevant details and starts the multi-step approval workflow as pre-defined for them in ApprovalMax.
  • The respective managers get notified that their approval is required, and make their decision.
  • When all approvals are in place, the Purchase Order status is changed to “Authorised” in Xero and the Purchase Order is moved to the “Approved” list.
Learn how to set up an approval workflow for Xero Purchase Orders.

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