To access Repoting feature select Reports under your Company in the menu

There are 5 default reports which may be adjusted if needed  :
  • Bills pending approval
  • Purchase Orders pending approval  
  • Bills approved this month  
  • Purchase Orders approved this month  
  • Potential Fraud detected
There is also an option to create your own report with filters that will suit your needs.

When you create a new report, first give it a name by completing the ‘Report name’ field. Next, you’ll have the option of choosing and applying filters to your report.  

The following options are available:
  • Rename report
  • Export to CSV file
  • Print report
  • Remove report
  • Edit report filters
  • Sort information in the column
  • Move columns
  • Download audit reports archive for all requests
  • Create accrual report for Xero

To move columns, just use drag and drop.

To sort the information in a column, click on the  button

In the filter you can switch on/off the following fields:
  • Account (Account used in line items)
  • Active step (Where approval request is in terms of the approval workflow)  
  • Amount (Amount of the request in the request currency. You can specify above and below values)
  • Amounts are (Tax) (Are amounts tax inclusive/ tax exclusive or do not include tax)
  • Approved by/ Rejected by (The person who approved or rejected the request)
  • Audit report (PDF audit report that has been generated upon approval)
  • Contact (Counterparty to this finance document)
  • Dates (request dates, creation date, decision date, due date, planned payment date)
  • Currency (Currency in which request has been created. You can pick any currency from the list, multiple selection is possible)
  • Fraud risk (Field indicates if there is any kind of fraud risk)
  • How long decision took (from start to final decision)
  • Matched POs
  • Name (Approval request full name)
  • Paid (Indicates if the Bill has been marked as Paid in Xero)
  • Reference
  • Region (Region used in the line items)
  • Requester 
  • Status (Open, Rejected, Approved, Cancelled)
  • Waiting for (Who is supposed to make a decision)
  • Workflow (Bill, Purchase Order, AP Credit Note, AR Credit Note, Sales Invoice as well as generic, but customisable workflows)
  • Xero synchronisation (No issue, Connectivity issue, Lock date issue, Data issue)
To apply all changes to the report, save them.

See our last video here.

5. ApprovalMax for Xero

  1. How to connect to Xero
  2. Why do suppliers not appear in ApprovalMax after being created in Xero?
  3. How to create suppliers directly in ApprovalMax?
  4. Can I try without using real Xero data?
  5. What happens after an approval/rejection
  6. Supported countries, taxes, currencies
  7. Are attachments downloaded?
  8. How Accountants are notified about an approval
  9. How a lock date is handled
  10. What Xero data does ApprovalMax modify?
  11. Xero data sync period
  12. What "Xero API call rate exceeded" means
  13. Are audit reports sent to the customer with the Sales Invoice?
  14. Why are taxes changed to Tax Exclusive after the PO is sent?
  15. How does the Xero Purchasing Officer find out if an email with the Purchase Order has been sent to the Supplier
  16. What are tracking categories used for?
  17. How can I print an approved PO from Xero?
  18. Can incoming Bills be matched with POs?
  19. What is the Requester?
  20. How can I print an approved PO from ApprovalMax?
  21. Reports
  22. Our rules contain base currency values; what if we have a request with another currency?
  23. How to cancel a rejected request
  24. Why does the Item Code not show in the PO PDF?
  25. Why sometimes Audit Reports are not attached to Xero document?
  26. Why Xero requester is not getting notifications?
  27. Why do I get "5015 - Failed to validate signature" error
  28. Can I download multiple Audit Reports in a single archive?
  29. Accrual Report .csv for Xero Manual Journal Entry
  30. What access should Xero users working with ApprovalMax have
  31. How to enable Bill to PO Matching
  32. Who can do Bill to PO Matching
  33. When can Bill to PO Matching be done?
  34. Which Purchase Orders are available for matching?
  35. How to match Bills with their initial Purchase Orders
  36. Why are Bills not pulled from Xero to ApprovalMax?
  37. Advanced settings for Bill to PO matching
  38. How is Bill to PO Matching reflected in reporting?
  39. What is Bill to PO Matching?
  40. Budget Management
  41. How to configure the PDF file of a Purchase Order that will be sent to the customer
  42. Mark PO as Billed

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