Skip to main content

What are the requirements for using the Xero Batch Payment approval process

Updated over 2 months ago
  • The Xero subscription is active and has not expired

  • The ApprovalMax Organisation is either:

    • An ApprovalMax trial Organisation connected to Xero (during a 14-day free trial period)

    • On the ApprovalMax Standard plan + Advanced Features trial (during the Advanced Features trial period if you are on a Standard plan)

    • On the ApprovalMax Premium plan

    • An ApprovalMax Partner Organisation

  • The ApprovalMax Organisation is actively connected to a Xero Organisation

  • The Bill workflow has been activated to receive/create Bills to initiate further Xero Batch Payment requests

Please note: To have all Bills from Xero pulled to ApprovalMax for further management with the Xero Batch Payment workflow, you need to activate the option Fraud Detection – Bypassing the Approval Workflow in a Bill workflow.




Did this answer your question?