If you are a U.S.-based organisation and create a Sales invoice in Xero using auto sales tax rates, you will see the following warning when trying to approve the invoice in ApprovalMax:
Sales Invoices that use auto sales tax aren’t supported in ApprovalMax.
This means the following functions are disabled:
Approve
Reject
Copy
Edit
Set on hold
Force approval
Force rejection
This is due to a limitation in the Xero API. In the U.S., Xero uses Avalara to calculate Auto Sales Tax, and invoices created this way are read-only. Because they can’t be updated through the API, ApprovalMax isn’t able to change their status or push approval decisions back to Xero.
As a workaround, you can:
Use manual sales tax rates when creating invoices in Xero, which allows them to be approved through ApprovalMax.
Or, approve invoices with auto sales tax directly in Xero.