Setup & Connection
Connect ApprovalMax with Xero, configure user access, integrations, and workflows.
86 articles
Airwallex status model
Does ApprovalMax offer billing through the Xero App Store?
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 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
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?