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How are recurring Bills/Invoices handled?

Updated over a month ago

If you have recurring transactions in Xero, you can choose between the two settings Save as Draft and Approve for such transactions in Xero:

If you set recurring transactions to “Save as Draft”, you'll need to submit them manually for approval so that ApprovalMax can pick them up and start the approval process.

If you select “Approve”, recurring transactions will be approved automatically in Xero and the approval process in ApprovalMax will be skipped. For such requests you can apply the feature Fraud Detection - bypassing approval workflow.


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