How to create AP Credit Notes for approval in ApprovalMax

First, add Requesters to the AP Credit Note creation step in the workflow:

Then specify restrictions for Requesters in the Requester matrix:

All Requesters you add to the AP Credit Note creation step get access to AP Credit Note creation in ApprovalMax based on the rules applied in the Requester matrix:

Once you've set up your Requesters, click on DONE in the upper right-hand corner of the Requester Matrix window and update/activate the workflow:

Click on the + NEW REQUEST button in the top right-hand corner near your avatar:

In the pop-up window, select the request type from the respective Organisation and click on CREATE:

In the AP Credit Note request form, specify the particulars such as Supplier, Item details, Quantity, etc.:

You can now also upload Credit Notes directly using the ApprovalMax Capture add-on, which extracts key data automatically from your document and populates the request.

When you submit an AP Credit Note for approval, it will run through the predefined workflow.

Once all approvals are in place, the AP Credit Note will be pushed to Xero in the Awaiting Payment status, complete with a full audit trail of the workflow and all attached documents. ApprovalMax allocates 100% of the remaining balance of the Bill to the Credit Note, applying only the outstanding amount if part of the Bill has already been allocated by another credit note.
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