Setting up Workflows
Create and configure approval workflows to match your organisation’s processes.
51 articles
- 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?