Skip to main content

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

Updated over a month ago

Scenario:

  • A Bill was created and submitted for approval in Xero.
    ​

  • Attachments that get added to that Bill at a later stage (usually via an OCR solution) don't show in ApprovalMax.
    ​

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.
​

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.
​


​

Did this answer your question?