Setup & Connection
Connect ApprovalMax with Xero, configure user access, integrations, and workflows.
85 articles
- Airwallex status model
- Why don’t I see my Xero Contact in Dext?
- Does ApprovalMax support integration with Xero Practice Manager?
- Does ApprovalMax integrate with WorkflowMax?
- How can cost items from Dext bypass the approval workflow in ApprovalMax?
- How can I try ApprovalMax with the Xero demo company?
- How can I upload Credit Notes via Dext if I use the ApprovalMax for Xero integration?
- How does the direct Dext integration differ from the integration with Dext via Xero?
- How to add a Bank Account in Xero and assign it to a Payment Method in Dext
- Is ApprovalMax integrated with Xero Projects?
- How to enable the synchronisation of a Xero Tax List in Dext
- What if a Bill is marked as Paid in Xero during the approval process?
- Why are my Xero account codes/tracking categories not reflected in Dext?
- How to establish a connection between Dext, ApprovalMax and Xero
- Video: How to set up the connection between Dext, ApprovalMax and Xero
- On behalf of which user are Bills created that get pulled from Dext? (Xero)
- Troubleshooting: NO VAT in ApprovalMax when publishing invoices from Dext using the Extracted VAT Amount
- How to reconnect my ApprovalMax Organisation to a new Airwallex account
- How to link a different Dext account to ApprovalMax for Xero
- How can I disconnect Dext from ApprovalMax for Xero?
- Resolving Connection Issues Between Dext and ApprovalMax for Xero
- How can I change the integration in Dext?
- How can I resubmit a rejected request that came via Dext?
- How can I use Dext Expense reports in ApprovalMax for Xero?
- How can I publish documents from Dext to ApprovalMax for Xero?
- Will I receive a notification on the approval of a Draft Purchase Order/Bill in Xero?
- Can Account Codes be hidden from Approvers?
- Instructions for Requesters
- Can Approvers see only their Line Items in a request?
- Can I restrict Requesters in terms of amounts? (Xero)
- How can Administrators manage Substitutes? (Xero)
- How to manage mandatory and optional fields in the Requester matrix
- How to create departments with different Approvers
- Who needs to have access to Xero?
- Add the REJECTED prefix to Xero references
- Approval decision policy for Xero
- Approval conditions (Xero)
- How can the due date of Xero requests be prepopulated?
- Construction Industry Scheme (CIS) support
- What happens with a document in ApprovalMax if I delete it in Xero?
- Does the Standard plan include the Auto-Approval step? (Xero)
- Fraud Detection — changes made after approval
- Fraud Detection — bypassing the approval workflow
- Pulling new documents and pushing back approval decisions (Xero)
- How are recurring Bills/Invoices handled?
- How can I copy workflow settings to another Organisation? (Xero)
- How can I apply changes made to the approval workflow for not yet approved requests?
- Can an approved Transaction/document from ApprovalMax be emailed to the Supplier?
- How can I see paid Bills or Sales Invoices that have bypassed the approval workflow?
- How can I use CIS with ApprovalMax?
- How do I set up the Review step in an ApprovalMax for Xero workflow?
- What are tracking categories used for?
- What is the auto-approval step? (Xero)
- Is it possible to modify any of the fields in Xero Purchase Orders/Bills with ApprovalMax?
- How to set up an Auto-Approval step (Xero)
- Send ApprovalMax events to Xero
- How to group Account Codes for workflow rules
- What is the manual exchange rate in Xero?
- Troubleshooting: Xero Purchase Orders/Bills are not pulled to ApprovalMax
- Why do my archived items still show up in ApprovalMax?
- Why do phone numbers and delivery instructions not sync from Xero to ApprovalMax?
- How to set up a default email to the Supplier for Xero
- What does "Xero API call rate exceeded" mean?
- Recalculation of the automatic exchange rate if a request is edited before the final approval (Xero)
- I've set a request date in the past, will the exchange rate be calculated automatically based on this date?
- Does ApprovalMax support Xero Expenses?
- Can Purchase Orders/Bills be changed after approval?
- Email Notifications for recurring requests
- Bulk actions for Xero requests line items
- What is the Construction Industry Scheme (CIS)?
- Can I create requests in a currency that differs from the default Xero currency?
- Request Version History for Xero
- ApprovalMax Supported countries, taxes, and currencies for Xero
- Manual Exchange Rate in Approvalmax for Xero
- How ApprovalMax handles lock dates in Xero workflows
- Xero error codes: why requests get rejected
- Email to the Supplier/Customer settings
- How do I reconnect my Xero Organisation to a new ApprovalMax Organisation?
- How to edit the default Tax-exclusive/-inclusive setting for requests
- What happens after an approval or rejection
- Overwrite the Go To button in Xero
- How can I change the email address to which the daily summaries are sent?
- How to use Scheduled Request Templates
- How to edit or delete a Scheduled Request Template
- What happens when a recurring request fails?