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How to create an AP Credit Note with CIS deduction

  • First, set up an AP Credit Note workflow in ApprovalMax.
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  • Then, create a Credit Note in Xero, specify the CIS Contact and CIS account for Accounts Payable, save the request and submit it for approval:
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  • Sync the requests from your Xero Organisation to ApprovalMax:
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The CIS deduction will be reflected in the AP Credit Note's line items, it does not have an impact on the total amount:
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