Xero Bills approval

ApprovalMax enables multi-step approval workflows for Xero Bills.

How it works:
  • Bills are created and submitted for approval in Xero
  • ApprovalMax pulls these Bills including all relevant details and starts the multi-step approval workflow as defined for them in ApprovalMax
  • The respective managers get notified that their approval is required, and make their decision
  • When all approvals are in place, the Bill status is changed to “Authorized” in Xero and the Bill is moved to the “Awaiting payment” list
  • If one of the Approvers rejects a request, the Bill is moved to the “Draft” list in Xero
Using Receipt Bank? Learn about approval of Xero Bills pulled from Receipt Bank.

Learn how to set up approval workflows for Xero Bills.

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