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Why are the attachments of a Bill in Xero not synced to ApprovalMax?

Scenario:

  • A Bill was created and submitted for approval in Xero.
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  • Attachments that get added to that Bill at a later stage (usually via an OCR solution) don't show in ApprovalMax.
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Reason:

Unfortunately, an attachment itself does not trigger a document update in Xero. Therefore, such a change (i.e. the attachment) does not get synced to ApprovalMax.
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Solution:

  • Open the Bill in Xero for editing and click on SAVE.

Now, the change in form of a new attachment will be synced to ApprovalMax.
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