Xero AR Credit Note approval

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

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

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