How can I pull new Sales Invoices for approval from Xero?

Provided that Sales invoice pulling is set up in the respective workflow, all Sales Invoices in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process.

This is how it works:

Create Sales Invoice in Xero and click on "Submit for approval":

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If you just save the invoice it will be added to a "Draft" folder.

In this case, use the top navigation to go back to https://go.xero.com/AccountsReceivable/Search. aspx?invoiceStatus=INVOICESTATUS/DRAFT

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Here, you can mark the invoice(s) and submit for approval.

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