Xero Purchase Order approval

ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders created in Xero.

There are 2 ways of Purchase Order creation: directly in ApprovalMax or in Xero.

  How it works for Purchase Orders created directly in ApprovalMax:
  • Purchase Orders are created and submitted for approval in ApprovalMax
  • ApprovalMax 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 Purchase Order is created in Xero as “Authorized” and moved to the “Approved” list
How it works for Purchase Orders created in Xero:
  • Purchase Orders are created and submitted for approval in Xero
  • ApprovalMax pulls these POs 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 Purchase Order status is changed to “Authorized” in Xero and the PO is moved to the “Approved” list
Learn how to set up approval workflows for Xero POs.

Feedback and Knowledge Base