Document Workflows
Xero document workflows for bills, purchase orders, invoices, and more.
215 articles
- 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?
- How can approved Purchase Orders from Xero be imported into ApprovalMax?
- Auto-approve small-amount Bills despite mandatory settings
- How to handle Bills that have been mistakenly approved in ApprovalMax
- Is it possible to unreject a Bill?
- Can I see the Goods Received status (GRN) in Xero Bills?
- How can I restrict the Requesters of Xero Bills?
- How can I publish Bills as Paid to Xero after their approval in ApprovalMax?
- How can I publish Bills as Awaiting Payment to Xero after their approval in ApprovalMax?
- How can I specify instructions for Xero Bill Requesters?
- How do I set up the Pulling from Xero step for Bills?
- How does the approval of Xero Bills work?
- How does the feature Xero Bill Duplication Control work?
- How to create Xero Bills for approval in ApprovalMax
- What's the life cycle of Xero Bills from creation to payment
- Why are the attachments of a Bill in Xero not synced to ApprovalMax?
- Why are Bills not getting pulled from Xero to ApprovalMax?
- Why are Bills always shown as Tax-Exclusive?
- How to create a Bill with CIS deduction
- How to pull Bills from Xero
- Video: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax
- How to submit a bill for Direct Approval in ApprovalMax
- Can a Bill be reinstated after being rejected?
- How to set up notifications about Bill approvals
- How to stop pulling Bill requests from Xero
- How to edit Dext Bills in ApprovalMax
- Video: How to submit a Bill from Dext Prepare
- Do accountants get notified about Bill approvals?
- What is the Expense Claim Workflow in ApprovalMax
- What's the difference between Out-of-Pocket and Company Card Expense Claims?
- How Out-of-Pocket Expense Claims become Bills in ApprovalMax
- How Company Card Expense Claims become Spend Money in Xero
- How to enable and configure an Expense Claim Workflow
- How to configure approval steps and matrices for Expense Claims
- How to set up the Requester Matrix for Expense Claims
- How to set up the Review step for Expense Claims
- Auto-Approval rules for Expense Claims
- How to specify instructions for Expense Claim Requesters
- How to configure Mileage settings in the Expense Claim Workflow
- How to create an Expense Claim
- What is My Expenses and how does it work
- How tabs and filters work in My Expenses
- How sharing and access work for My Expenses
- How to edit My Expenses
- How to create an Expense claim request from your Expenses list
- Expense Claim numbering rules
- How to attach receipts to an Expense Claim
- How multi-currency works in Expense Claims
- Why does sync to Xero fail for my Expense Claim (Spend Money / Bill)
- 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
- 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
- How can I specify instructions for Batch Payment Requesters?
- Can I search for Batch Payments?
- How does the approval of Batch Payments work?
- How to create a Batch Payment in ApprovalMax?
- How to set up a Batch Payment workflow
- How can authorised Payers pay fully approved Batch Payments?
- Where can I find Batch Payments that are Pending Payment?
- How can I restrict the Requesters of Batch Payments?
- Is it possible for Payers to schedule a Batch Payment?
- How to merge Bills from the same Supplier into a single transaction
- Automatically email Xero Sales Invoices created in ApprovalMax
- How can I restrict the Requesters of Xero Sales Invoices?
- How to create Xero Sales Invoices for approval in ApprovalMax
- How can I configure the PDF file of a Sales Invoice that will be sent to the client?
- How can I pull new Sales Invoices for approval from Xero?
- How can I specify instructions for Xero Sales Invoice Requesters?
- How do I set up the Pull from Xero step for Sales Invoices?
- How does the approval of Xero Sales Invoices work?
- How to create a Sales Invoice with CIS deduction
- Is it possible to unreject a Sales Invoice?
- Why do I still see approved Invoices in the Awaiting Approval list in Xero?
- How to set up a default email to customers in Sales Invoices
- How to set up notifications about Sales Invoice approvals
- Limitations for Sales Invoices with auto sales tax
- How to change a Sales Invoice after final approval
- How to stop pulling Sales Invoice requests from Xero
- How does the approval of Xero Quotes work?
- Is it possible to unreject a Quote?
- How to set up default Quote Terms
- How can I configure the PDF file of a Quote that will be sent to the customer?
- How can I restrict the Requesters of Xero Quotes?
- How can I specify instructions for Xero Quote Requesters?
- How to create Xero Quotes for approval in ApprovalMax
- How to set up a Xero Quote workflow in ApprovalMax
- How to automatically email Quotes created in ApprovalMax to a customer
- How to copy Xero Quote to a Sales Invoice
- How to set up notifications about Quote approvals
- Is it possible to change a Quote after its final approval?
- How to set up a default email to the customer
- Can I delete a Contact in ApprovalMax?
- What are the requirements for using Contact approvals?
- Video: How to create a Contact in ApprovalMax
- How can I specify instructions for Xero Contact Requesters
- Contact approval process: who will be notified, and when?
- When will a Contact newly created in ApprovalMax be reflected in Xero?
- How does the approval of Contacts work?
- Who can edit Contacts after they were submitted for approval?
- Why do Suppliers not appear in ApprovalMax after their creation in Xero?
- Troubleshooting: Construction Industry Scheme
- Is it possible to run the approval process for existing Contacts?
- Is it possible to amend a supplier in ApprovalMax?
- How can I enable Supplier creation in ApprovalMax?
- What validations are performed during Contact creation?
- Is there a way to select a group of Xero Contacts for Approvers/Requesters to use?
- Xero Manual Journal approval process: who is notified, and when
- CSV accrual report for Xero Manual Journals (header level)
- How does the Xero Manual Journal workflow work?
- How can I restrict the Requesters of Xero Manual Journals
- How can I reverse manual journals?
- How can I specify instructions for Xero Manual Journal Requesters
- When is a Xero Manual Journal number assigned?
- How to upload a Manual Journal to ApprovalMax
- Troubleshooting: potential errors during Manual Journal creation via CSV file upload
- Manual Journal workflow
- Posting Preferences for Xero