Currently, Editing on Approval is available for Xero Purchase Order, Bill, Sales Invoice, Expense Claim, and Quote workflows.
An Organisation Administrator/Workflow Manager can set up editing rules for Approvers in any step.
Please note: If an Approver edits a request, it does not trigger the recalculation of approval rules or a restart of the workflow.
This is how you set up editing rules for Approvers:
Find your Organisation in the main menu and open Approval workflows under Workflows and settings:
Click on an applicable workflow:
Click on the approval matrix icon in any workflow step to add editing permissions for its Approvers:
Open the editing matrix in one of two ways:
Click Editing matrix in the top right corner of the approval matrix.
Hover over an Approver and click Editing matrix under their name. The editing matrix opens focused on that Approver's row.
To grant editing permissions, tick the checkboxes next to the fields you want to allow Approvers to modify.
To save time, use the checkbox at the top of a column to allow a field for all Approvers, or the checkbox at the start of a row to allow all fields for one Approver.
When finished, click on SAVE in the editing matrix. Then on DONE in the approval matrix and, finally, on Update/Activate the workflow to apply your settings.