ApprovalMax allows users to import Purchase Orders from Xero, including those that are already approved.
By default, ApprovalMax only imports Purchase Orders from Xero that are in the "Awaiting Approval" status. Approved Purchase Orders are not automatically imported unless Fraud Detection settings are enabled.
Steps to enable the import of approved Purchase Orders
To import approved POs from Xero into ApprovalMax, follow these steps:
Enable the Fraud Detection Setting: This setting must be activated in ApprovalMax to allow the import of approved POs.
Choose a Start Date: Specify the date from which approved POs should be pulled into ApprovalMax.
Sync Approved POs: Once the Fraud Detection setting is enabled and the start date is selected, ApprovalMax will sync all POs from Xero starting from the chosen date.
Please note: If there are a large number of approved POs in Xero, the initial sync process may take some time to complete. This is normal and depends on the volume of data being imported.