Approval of Xero Bills pulled from Receipt Bank

It’s just as easy to set up approval workflows for Bills that are pulled from Receipt Bank or other OCR solution.

ApprovalMax can be set to work seamlessly with Receipt Bank and Xero.

A typical flow looks like this: Receipt Bank > Xero > ApprovalMax > Xero. 

How it works: 
  • Invoices are first scanned in Receipt Bank and then published to Xero (in "Draft" or "Awaiting approval" status — this is defined in Receipt Bank) 
  • If they are published in "Awaiting approval" status, ApprovalMax will automatically pick them up within 30 minutes and start the approval workflow for them 
  • If they are published in "Draft" status, an accountant needs to click "Submit for approval" in Xero for ApprovalMax to pick them up
  • After a Bill is approved in ApprovalMax, it's status is changed from "Awaiting approval" to "Awaiting payment" in Xero
 Here is a blog post with more on this topic.    

 Learn how to set up approval workflows for Xero Bills.  

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