This setting is relevant for Xero Purchase Order, Bill, AP/AR Credit Note, Sales Invoice and Quote workflows.
When events occur in ApprovalMax – including approvals, rejections and comments – they are automatically pushed to Xero and recorded in the corresponding section in Xero History.
Event | Purchase Order | Bill | Sales Invoice | AP Credit Note | AR Credit Note | Quote | Xero Origin | ApprovalMax/Dext Origin |
Request rejection | Yes | Yes | Yes | Yes | Yes | No | Before approval | N/A |
Comment | Yes | Yes | Event | Yes | Yes | Yes | Yes | Before and after approval |
Request reset due to workflow changes | Yes | Yes | Yes | Yes | Yes | No | Before approval | N/A |
Matching allocation | No | Yes | N/A | N/A | N/A | N/A | Before and after approval | After approval |
GRN status update | Yes | N/A | N/A | N/A | N/A | N/A | After approval | After approval |
This is how you set up Pushing Comments to Xero:
Find your Organisation in the main menu and go to Approval workflows under Workflows and settings.
Open the respective workflow, click on the Gear icon:
Within the General section, navigate to the Send ApprovalMax events to Xero setting and select your preferred option.
Apply your settings by clicking on SAVE CHANGES in the upper right-hand corner of the Workflow Settings window and update/activate the workflow.
Please note: Matching Allocation events are synched to the Note section in Xero.
Please note: For documents created in ApprovalMax, events and comments can only be sent to Xero if they occur after the final approval of the request.