I suggest ...

Payment Approvals for AP invoices

If ApprovalMax could pull in all unpaid bills from Xero and allow managers to approve them for payment. and a report could be printed to show what has been approved for AP clerks when paying bills.

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    Amelia shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    3 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        Any update on this process on how it's going?

        Be great to know as we are looking for the same process to follow, we are trying to be paperless free.

      • David commented  ·   ·  Flag as inappropriate

        This would save me a lot of time. Our CEO wants to add the payment batch approval process into ApprovalMax as well, so this would save us time and allow us to be more compliant.

        - Batch the approval requests by the Planned Date set already in Xero.
        - Include links to the ApprovalMax Bill approval (so that the manager can check who approved the Bill if needed)
        - If the Bill was not approved in ApprovalMax (ie if the Bill was approved directly in Xero), then just have link to Xero

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