ApprovalMax | Sales Invoice Workflow

Sales Invoice workflow
How do I set up the "Pulling from Xero" step for Sales Invoices?
All Sales Invoices in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. For setting up the step "Pulling from Xero" for Sales Invoices, navigate to the main menu , select ...
How can I submit new Xero Sales Invoices for approval?
Please note: the new Xero function for Sales Invoices "Auto-save Drafts" as well as any activity from the options menu will automatically approve the invoice at hand. This is Xero behaviour and has nothing to do with ApprovalMax. This is how it ...
Are audit reports sent to the customer with the Sales Invoice?
Xero has 2 types of attachments for Sales Invoices: Those to be sent with the Invoice Those not to be sent with the Invoice ApprovalMax attaches PDF audit reports as "Those not to be sent with the Invoice". So you will not send an audit report by ...
How does the approval of Xero Sales Invoices work?
ApprovalMax allows to set up multi-step approval workflows for Sales Invoices created in Xero. This is how it works: Sales Invoices are created and submitted for approval in Xero. ApprovalMax pulls these Sales Invoices including all relevant details ...

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How do I set up the "Pulling from Xero" step for Bills?
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. Unfortunately, ApprovalMax does not know the details of who has created which Bill in Xero because all Bills ...
Does ApprovalMax integrate with WorkflowMax?
We often get enquiries about ApprovalMax integrating with WorkflowMax. There are several scenarios to look at here: Sales Invoice approval We do have clients who prepare Sales Invoices in WorkflowMax, push them to Xero, and then have them picked up ...

ApprovalMax | Sales Invoice Workflow | Knowledge Base