How to access the reporting function in ApprovalMax for Xero

In the main menu, select your Organisation. Under Reports, open a high-level (Request reports) or item-level report (Line Item reports):

There are default reports already available, which can be adjusted if required:
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However, you also have the option to create your own report with filters that reflect your particular needs by clicking on +NEW REPORT:

Click on the New Report button on the Reports page:

Select the request type(s) for which you want to create a report - in the example below we're creating a Bill workflow report - then click on NEXT:

Apply the required filters based on your reporting needs, then click on NEXT:

Select the columns you want to include by activating the corresponding checkboxes, then click on NEXT:

Enter a Report name and click on CREATE:

Finally, save your changes:

Renamed:

Exported to a CSV file:

Printed:

Scheduled:
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Deleted:

Copied and saved as a new report:

Edited (update filters, fields or columns):

You can sort the information in the columns (hover over the respective column and click on the arrow):

Move columns via drag and drop

Download an audit report archive for all requests - this option allows you to generate a ZIP archive containing all documents listed in the report (e.g. Bills, Purchase Orders, etc.), each one with its full audit trail:

Once the archive is prepared, you’ll receive an email with a secure download link:

Download an attachment archive for all requests - this generates a ZIP archive with all file attachments linked to the requests in the report:

As with audit archives, you’ll receive an email with a secure download link:

Follow the standard report creation process.

After report creation, click on the (...) icon and select "Create accrual report for Xero":

You'll be prompted to complete the following fields:

Finally, click on CREATE to generate the file.