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How to stop pulling Bill requests from Xero

Updated over 2 months ago

Xero-connected users have several options for creating Bills in ApprovalMax:

  1. By pulling Bills with the Awaiting Approval status from Xero

  2. By creating Bills directly in ApprovalMax

  3. By creating Bills via the direct integration between ApprovalMax and Dext

If you have the first option turned on and now want to stop pulling Bills from Xero, you need to disable this feature in the Bill workflow.
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Please note: Currently, you will be able to remove Requesters in the Pull from Xero section and deactivate pulling Bills from Xero - if you have enabled the direct integration with Dext and only if at least one Requester remains in the Create Bills in ApprovalMax section.

This is how it works:
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Open the Bill workflow and remove the Requester in the Pulling from Xero section. Then click on UPDATE THE WORKFLOW:


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If you don't want to use Bill approval at all, then deactivate the Bill approval workflow:
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