Knowledge Base ApprovalMax ApprovalMax for Xero Purchase Order management

            How can I configure the PDF file of a Purchase Order that will be sent to the customer?

            During Purchase Order creation, the Requester selects a Theme for the Purchase Order. After its approval, a PDF file will be generated based on this particular Theme.

            Themes are configured in Xero and picked up by ApprovalMax.

            In order to change a Theme in Xero, please go to Xero settings > General settings > Invoice settings.
            You can also upload your own .docx template.

            For more details please refer to:



            Updated: 06 Mar 2019 05:15 PM
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