Attaching files to Xero Bills created directly in ApprovalMax

Attaching files to Xero Bills created directly in ApprovalMax

During the creation of Xero Bills in ApprovalMax, you can attach files. However, some technical limitations do apply:

·         File extensions: 
 .jpg, .gif, .png, .bmp, .tiff, .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .odf, .csv, .txt, .rtf, .eml, .msg, .ods, .odt, .keynote, .key, .pages-tef, .pages, .numbers-tef, .numbers, .zip, .rar, .zipx, .xzip, .7z
·         Max. file size: 3 MB
·         Max. number of files: 9

Please note:

·         All files will be checked by antivirus software
·         All unsupported symbols will be automatically changed to supported symbols

    • Related Articles

    • How can I stop pulling Bills from Xero?

      Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...
    • Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?

      In order to pull Purchase Orders/Bills from Xero, you need to ensure the following: 1. The Purchase Order/Bill workflow is activated and the "Pulling from Xero" step is set up:  How do I set up the "Pulling from Xero" step for Purchase Orders?  How ...
    • How to create Xero Bills for approval in ApprovalMax

      There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. In general, we have five categories: Bill creation in ...
    • 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 Bills/Invoices/Purchase Orders several times during the course of a day. Due to Xero API limitations, ...
    • How can I add Bills that were created and approved directly in Xero to a Batch Payment?

      To have all Bills from Xero pulled to ApprovalMax for further management with the Batch Payment Creation and Approval workflow, you need to activate the option “Fraud detection – bypass the approval workflow” in a Bill Creation, Review and Approval ...