Sync and Xero connection
Synchronisation of related Xero data
ApprovalMax pulls related Xero data such as Contacts/Accounts/Themes etc. every 2 hours. To speed up this process, the Administrator of an Organisation can force the synchronisation manually. To do so, go to either the approval or requester matrix in ...
Pulling new documents and pushing back approval decisions (Xero)
ApprovalMax pulls new Credit Notes/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. For Bills and Invoices ApprovalMax supports instant updates. You can ...
Can ApprovalMax get updates instantly?
Yes, ApprovalMax ApprovalMax can get updates instantly for Xero Bills and Invoices. Usually, if you have an active Bill and/or Invoice workflow with enabled pulling, new/updated Bills/Invoices are pulled according to the scheduled timeframe (hours). ...
How can I try ApprovalMax with the Xero demo company?
Connecting ApprovalMax to Xero allows you to set up approval workflows such as “Bill workflow”, “Purchase Order workflow” etc. When you connect to the Xero demo company, you can try ApprovalMax for Xero without setting up your own Xero Organisation ...
Can I reconnect my Xero Organisation to a new ApprovalMax Organisation?
If your Xero Organisation was previously connected to an ApprovalMax Organisation, and you now want to reconnect the Xero file to a newly created ApprovalMax Organisation, you need to: Disconnect the initially connected ApprovalMax Organisation from ...
Does ApprovalMax support Xero OAuth 2.0?
Yes, ApprovalMax does support Xero OAuth 2.0. Starting from 31 March 2021, OAuth 1.0 is not longer supported for Public and Partner apps.
Why do my archived items still show up in ApprovalMax?
The archived status of items in Xero is not automatically shared or synchronized with ApprovalMax. Therefore, if an item is marked as archived in Xero, it will still be visible in ApprovalMax.
Single Sign On (SSO): how to use your Xero account for logging in to ApprovalMax
Are you tired of tracking new logins and passwords? You can use your Xero account as a Single-Sign-On with ApprovalMax. This way you only need to remember your Xero credentials. When you log in to ApprovalMax under https://app.approvalmax.com/ select ...
Single Sign Up (SSU): how to sign up for ApprovalMax with your Xero account
Are you tired of tracking new logins and passwords? You can use your Xero account for signing up with ApprovalMax. This way you need only to remember your Xero credentials. Sign up for an ApprovalMax trial account under ...
Is ApprovalMax integrated with Xero Projects?
Xero Projects is an awesome product by Xero, which enables to keep track of time and costs for each project. Among other features, it allows to easily link Bill line items to specific projects and keep track of project expenses. We'd love to show you ...
Why are audit reports sometimes not attached to the Xero document?
Xero does limit the amount of attached files — there can be no more than 10. If a Bill or Purchase Order that was created in Xero already has the allowed 10 attachments, ApprovalMax cannot add the audit report because this would exceed the stipulated ...
How are documents in non-default currency checked against a threshold?
All rules are set up using the base currency (default currency). If you have requests with other currencies, they will be converted into the default currency based on the Xero exchange rates.
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with documents created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up). In read-only mode (with ...
Supported countries, taxes, currencies
ApprovalMax pulls all Xero items in read-only mode. Therefore, all data defined in Xero (such as taxes, currencies, etc.) is displayed in ApprovalMax “as is”. ApprovalMax supports: All Xero Countries All Xero Taxes All Xero Currencies
What happens after an approval / rejection?
Once a document has been fully approved in ApprovalMax, it is automatically authorised in Xero. If one of the Approvers rejects a request, initially created in Xero and submitted for approval, the document is moved to the Draft list in Xero (except ...
Who needs to have access to Xero?
The person who connects ApprovalMax to Xero needs full access to the Xero file. Approvers who approve Bills, Purchase Orders, and other documents don't need access to Xero in order to approve documents in ApprovalMax — this is one of the core ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Credit Notes/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. For Bills ...
What data is exchanged between Xero and ApprovalMax?
Data exchange takes place either by pulling new documents for approval from Xero or pushing an approval decision back to Xero. ApprovalMax pulls new Credit Notes/ Purchase Orders several times during the course of a day. Due to Xero API limitations, ...