Xero AP Credit Note approval

ApprovalMax enables multi-step approval workflows for Xero Account Payable Credit Notes.

How it works:
  • AP Credit Notes are created and submitted for approval in Xero
  • ApprovalMax pulls these AP Credit Notes 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 AP Credit Note status is changed to “Authorized” in Xero and the AP Credit Note is moved to the “Approved” list
Learn how to set up approval workflows for Xero AP Credit Notes.

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