Manual Journal workflow
Posting Preferences for Xero Manual Journals
With the setting Posting Preferences in ApprovalMax you have the flexibility to control how Manual Journals are created in Xero upon their final approval. This allows you to specify the desired behaviour for Manual Journals. In the main menu , select ...
How can I restrict the Requesters of Xero Manual Journals?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating a Manual Journal. You can, for example, configure their access rights for Manual Journal creation in a way that individual Requesters are ...
Xero Manual Journal approval process: who will be notified, and when?
Requesters are notified about approvals, rejections and comments. Approvers are notified when their decision is required and about comments.
How can I make Xero Manual Journal fields mandatory?
During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional. This is how you make certain fields mandatory: Click on the Menu button in the upper left-hand corner, select your ...
How can I specify instructions for Xero Manual Journal Requesters?
An Organisation's Administrator can provide a message to be shown to Requesters during request creation. This is how to set up instructions for Manual Journal Requesters: In the main menu , select your Organisation and open the Approval Workflows ...
Attaching files to Xero Manual Journals
During the creation of Xero Manual Journals in ApprovalMax, you can attach files. However, some technical limitations do apply. Below are the supported file extensions, size and number of files that can be attached: File extensions — '.jpg', .jpeg', ...
How can Requesters make changes to a Xero Manual Journal before its approval?
Requests that are pending approval and Draft Manual Journal requests can be amended by their Requesters. To make changes to a Manual Journal request, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the ...
When is a Xero Manual Journal number assigned?
After the final approval in ApprovalMax, a Manual Journal number is assigned in Xero. It's important to note that Xero's API doesn't support the automatic numbering of Manual Journals. Therefore, the assigned Manual Journal numbers will only be ...
How to create a Xero Manual Journal
Before creating a Manual Journal, you first need to set up and activate a Manual Journal workflow in ApprovalMax: In the section Create A Manual Journal In ApprovalMax, you can specify all users who will be allowed to create Manual Journal requests. ...
How does the Xero Manual Journal workflow work?
In ApprovalMax, you can set up multi-step approval workflows for Xero Manual Journals. Users of Organisations connected to Xero then create Manual Journal requests directly in ApprovalMax. This is how the approval of Manual Journals works: Manual ...
What is a Xero Manual Journal?
A Manual Journal is a manual recording of transactions and adjustments to your accounting file. Manual Journals allow you to transfer funds between accounts and ensure that your financial records are balanced according to specific requirements. They ...