Reporting
Video: How to setup reports (Xero)
ApprovalMax product walk-through: how to setup reports https://youtu.be/wgzEWHb1gCQ
Video: How to use Accrual Report feature
ApprovalMax product walk-through: how to use Accruals Report feature in ApprovalMax You can also have a look at this article: How to create a Line Item Accrual report and export it to a Manual Journal
What data can be extracted from ApprovalMax? (Xero)
You can extract the following data from ApprovalMax: 1. Workflows in the PDF format 2. Audit report archives 3. Archives with the attachments of requests 4. Organisation Administrators can generate and download reports in the CSV format.
How to create a Line Item Accrual report and export it to a Manual Journal
Creating Accruals* in ApprovalMax is a straightforward process that helps maintaining accurate financial data. * Accruals in ApprovalMax on Line Item level provide a comprehensive solution that allows you to create Accrual reports, generate journals ...
Line Item Accrual reports
What are Accrual reports? Accrual accounting records revenues and expenses when they are incurred, regardless of when the respective cash transactions are made. This approach offers a more accurate representation of a company’s financial performance ...
Can I see the Goods Received status (GRN) in reports? (Xero)
Yes, ApprovalMax does support the Goods Received status (GRN) in reports. You can customise existing reports, or create a new one to see the GRN status. In the main menu, select your Organisation and open Reports: Click on the NEW REPORT button in ...
Can I download attachment archive for all requests? (Xero)
Yes, the attachment archive for all requests can be downloaded with a single click. This is how you download multiple audit reports in a single archive: Go to the main menu, select your Organisation and open Reports page under Reports section. Open ...
Can I use Power BI for reporting? (Xero)
Yes, you can utilize ApprovalMax's public API for reporting purposes with Power BI. By integrating ApprovalMax's API with Power BI, you can extract relevant data, and then create customized reports and dashboards to suit your specific reporting ...
Can I get a report from the approval matrix on the Suppliers assigned to an Approver?
Unfortunately, it is not possible to create such a report in ApprovalMax. However, as a workaround, you can download the approval workflow as a PDF file and copy/paste the relevant information from there:
Is it possible to run reports for offboarded users? (Xero)
No, once a user has been deleted (offboarded), reports with the name of this user will not be available. It is also not possible to run reports for requests created by a deleted user.
Is it possible to have the reports scheduled as PDFs rather than in Excel?
No, this is unfortunately not possible at the moment. We are considering to add various report formats to the report scheduler though.
How to set up a report to check both the Bill-to-PO matching and Purchase Order balance
In ApprovalMax, you can create reports showing all requests awaiting approval by a particular person. This is how you create such a report: On the Reports page, start creating a new report by clicking on the "NEW REPORT" button: In the first screen, ...
Report: how many Bills are pending approval by each of the Approvers? (Xero)
In ApprovalMax, you can create reports showing all requests awaiting approval by a particular person. This is how you create such a report: On the Reports page, start creating a new report by clicking on the "NEW REPORT" button: In the first screen, ...
Line item reports (Xero)
You can generate reports with line item details and also schedule the report generation and delivery to selected email addresses. Line item reports allow you to look deeper into your accounts payable and accounts receivable to understand what exactly ...
Report scheduler (Xero)
Instead of generating reports manually every time you need one, you can schedule the creation and specify who you want to receive such report – everybody will find it in their inbox right on time. Depending on your needs, scheduled reports can be ...
Accrual report .CSV file for Xero Manual Journal entry (header level, limited version)
In ApprovalMax, the Bill accrual feature allows users to generate collections of open Bills using the ApprovalMax filtering and reporting capability. The resulting .CSV file will be transferred to Xero via its capability for importing manual journal ...
Can I download multiple audit reports in a single archive?
Yes, multiple audit reports can be downloaded as an archive with a single click. This facilitates the preparation of the document package for bulk payment approvals. This is how you download multiple audit reports in a single archive: Go to the main ...
Where can I find the reporting function?
In the main menu and select your Organisation and open Request reports under the Reports section: There are default reports already available, which can be adjusted if required: Bills pending approval Purchase Orders pending approval Bills approved ...