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
- 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
Learn how to set up approval workflows for Xero Bills.