Auto-selection of Accounts in ApprovalMax for Xero

Auto-selection of Accounts in ApprovalMax for Xero

In Xero, you can set default Accounts for:
  1. Contacts
  2. ​Inventory Items       

ApprovalMax follows the same logic as Xero and applies your default Accounts in the following order of priority:

1. The default Account for the Inventory Item used in a transaction line (if an Inventory Item is being used)
2. The default Account for the Contact used in the transaction

Depending on the settings and the priority of what's added to a request, different options can be achieved:

Case Purchase Order Bill
Contact and Item have Account and Tax specified First - Inventory Item is added
Second - Contact is added		 Item’s Account  Item’s Account 
First - Contact is added
Second - Item is added 		 Item’s Account  Item’s Account 
Contact has Account and Tax specified, Item doesn’t have either
 First - Inventory Item is added
Second - Contact is added		 Contact’s Account Contact’s Account
First - Contact is added
Second - Item is added 		 Contact’s Account Contact’s Account
Contact doesn’t have records, Item does First - Inventory Item is added
Second - Contact is added		 Item’s Account Item’s Account
First - Contact is added
Second - Item is added 		 Item’s Account Item’s Account

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