The person who connects ApprovalMax to Xero needs full access to the Xero file.
who approve Bills, Purchase Orders, and other documents don't need
access to Xero in order to approve documents in ApprovalMax — this is
one of the core benefits of ApprovalMax.
Requesters who create Purchase Orders in ApprovalMax don't need any access to Xero, another major advantage.
who work in Xero and raise Bills there do need access to Xero. They
must be given an appropriate role allowing them to create and submit
approval requests. Unfortunately, this means they will also be able to
approve Bills themselves.
To cover this gap, ApprovalMax provides a Fraud detection feature which provides tracking of all documents that are created and
approved directly in Xero without going through the pre-defined approval
workflow in ApprovalMax. Administrators are notified of such events.
If a data entry solution (OCR)
such as Receipt Bank is used, persons who submit Bills for
approval don't need access to Xero — the Bill can simply be sent to an
email address provided by the data entry tool. This does help prevent
inappropriate Bill approvals directly in Xero as well.