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 mistake when you click "Email" and send an Invoice to the customer.
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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 ...
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 ...
Can I download multiple audit reports in a single archive? (Dear)
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: Navigate to the ...
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 ...
What do the audit reports for Contact workflows include?
The audit reports for Contact workflows include the following information: The date of workflow creation The date of workflow updates The date at which the pdf has been generated The name of the user who generated the pdf A list of Requesters, ...