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Does ApprovalMax take Xero documents into account during Budget Checking

Updated over 2 months ago

ApprovalMax tracks Xero Bills and Purchase Orders that were created in/pulled to ApprovalMax with the budgets that were synced/uploaded to ApprovalMax during the approval process.

Expenses that got approved directly in Xero and were then pulled to ApprovalMax will only be tracked with a budget if this budget has been uploaded/synced from Xero to ApprovalMax before these requests were created.

Please note: ApprovalMax pulls requests that were approved directly in Xero only if the feature Fraud Detection — bypassing the approval workflow is turned on. If the Fraud Detection — bypassing the approval workflow feature is off, ApprovalMax will not pull any Bills/Purchase Orders that got approved directly in Xero, and this may have an impact on the Budget Checking amounts.




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