Skip to main content

Document Workflows

Xero document workflows for bills, purchase orders, invoices, and more.

194 articles
Purchase Order Workflow
Why are Purchase Orders not showing in Xero after approval?
How does the approval of Xero Purchase Orders work
How to set up the Pulling from Xero step for Purchase Orders
Why are Purchase Orders not showing in Xero after approval
Is there a way we can make Xero Purchase Orders look more company branded?
Xero Purchase Order life cycle
Who can mark Xero Purchase Orders as Billed?
Automatically email Xero Purchase Orders created in ApprovalMax to a Supplier
Auto-selection for Xero
Will a Contact created in a Purchase Order request be subject to approval?
How can I prevent Purchase Order Requesters from viewing bank details during Supplier creation in ApprovalMax?
Why do I get an "5015 - Failed to validate signature" error?
Goods Received Note (GRN)
Does ApprovalMax support the automated marking of Purchase Orders as Billed?
How can I cancel a Purchase Order?
How can I check if a Purchase Order has been sent to the Supplier?
How can I configure the PDF file of a Purchase Order that will be sent to the customer
How can I mark a Purchase Order as Billed?
How can I restrict the Requesters of Purchase Orders?
How can a user upload delivery notes to approved Purchase Orders and see such Purchase Orders in ApprovalMax?
Why don't I see the delivery details in my Purchase Order PDF after approval?
How can I specify instructions for Xero PO Requesters?
How does an accountant find out whether a Purchase Order has been emailed to the Supplier?
How to copy a Xero Purchase Order to a Bill
How to add a delivery address in Purchase Orders
Why are taxes changed to Tax-exclusive after the Purchase Order was sent?
How to handle cases with a Delivery Confirmation/Goods Receipts (GR) in ApprovalMax (Xero)
Which Purchase Order attachments get sent to the Supplier
Why does the item code not show in the Purchase Order PDF?
How can I create a sample for Purchase Orders?
How to create Xero Purchase Orders in ApprovalMax
Is it possible to change a Purchase Order after its final approval?
Purchase Order Matching
Can a Purchase Order be duplicated to a Bill without including the attachments?
Who can set/edit the GRN status in approved Purchase Orders
How Purchase Order numbers are assigned in ApprovalMax
How can I print an approved Purchase Order?
How to set up Goods Received Notes in Purchase Order workflows
Which Purchase Order attachments get sent to the Supplier?
Xero Batch Payment Workflow
What is Xero Batch Payment approval?
How does the approval of Xero Batch Payments work?
What are the requirements for using the Xero Batch Payment approval process
Can I copy Xero Batch Payment requests?
Can I search for Xero Batch Payments?
Who can edit Xero Batch Payment requests after they were submitted for approval?
When will a Xero Batch Payment created in ApprovalMax be reflected in Xero?
What is validated during Xero Batch Payment creation and submission for approval?
Who is notified about what during the Xero Batch Payment workflow?
Xero Batch Payment approval process: feature disabling
How to create a Xero Batch Payment
Can I attach documents to a Xero Batch Payment?
Do Requesters of Xero Batch Payments need access to the Bill workflow?
How can I add Bills created and approved directly in Xero to a Xero Batch Payment?
How can I restrict the Requesters of Xero Batch Payments?
How many Bills can I add to a single Xero Batch Payment?
Xero Batch Payments: partial payment
Why is a Bill part of an approved Xero Batch Payment still Awaiting Payment?
How can I specify instructions for Xero Batch Payment Requesters?
Why does the link to a Xero Batch Payment in Xero state that it's been deleted when it was approved in ApprovalMax?
How is a lock date handled for Xero Batch Payments?
Group Bills by Supplier during Xero Batch Payment creation
How to set up Xero Batch Payment approval workflow
How Approvers can remove Bills from a Xero Batch Payment
In which currency can I create a Xero Batch Payment?
Supplier Bank Account
Airwallex Batch Payment Workflow
How can I connect ApprovalMax to Airwallex?
How can I disconnect Airwallex from ApprovalMax?
What does an Airwallex Batch Payment approval process look like?
How to set up an Airwallex Batch Payment approval workflow
How to create an Airwallex Batch Payment
Are there any limits that apply to Airwallex payments?
Who gets notified if an Airwallex Batch Payment fails/is paid?
Up to which point in the approval workflow Airwallex Batch Payments can be restarted
How can I calculate a fee for my Airwallex Batch Payment?
What if an Airwallex Batch Payment was paid and reconciled in Xero, and afterwards the Failed status is returned?
How can I specify instructions for Airwallex Batch Payment Requesters?
How can I restrict the Requesters of Airwallex Batch Payment?
Up to which point can an Airwallex Batch Payment request be cancelled?
What if a Beneficiary's bank details are modified in Airwallex?
How are the total amounts in an Airwallex Batch Payment calculated?
Is it possible to split Airwallex Batch Payment amounts if I want to use two bank accounts?
Does ApprovalMax support Airwallex Scheduled Payments?
What are Airwallex Scheduled Payments?
How can I schedule an Airwallex Payment?
How can I edit a Scheduled Airwallex Payment?
How can I cancel a Scheduled Airwallex Payment?
Troubleshooting: a Scheduled Airwallex Payment has been rejected
Why am I unable to view the Scheduling feature for an Airwallex Payment?
Where can I find Airwallex Batch Payments that are Pending Payment?
How Approvers can remove Bills from Airwallex Batch Payments
How to enable Beneficiary creation in ApprovalMax
How to add a bank account in Xero
Can I pay an Airwallex Batch Payment in a currency other than the Bill currency?
How to create a Beneficiary in ApprovalMax