To create a Purchase Order (or any other request) in ApprovalMax, click on the "New request" button in the top right-hand corner near your Avatar.
In the pop-up window, select the request type and the respective Organisation:
Then, click on "Create request".
Specify the order details such as contract, date, item details...(normally, item
details are received from Xero or QuickBooks Online).
To add a line, click on the "+ Add line" button.
You can copy a line by clicking on the
icon and selecting "Clone line", or remove a line by selecting "Remove line".
To move a line item, click on the
icon and do so via drag and drop.
To attach a document to your Purchase Order, click on "+ Files".For Xero users:
if you want to email approved Purchase Orders automatically to the supplier, tick the "Email supplier" checkbox.
For QuickBooks Online users:
you will not find the above option in ApprovalMax because you can email Purchase Orders to the supplier from within QuickBooks Online.
When you are finished and you want to proceed with the Purchase Order approval, click on the
To save your changes as a draft, click on the
If you want to delete your Purchase Order, click on the