Auto-selection of Taxes in ApprovalMax for Xero
In Xero, you
can set default Taxes for:
- Inventory items
- Accounts in the chart of Accounts
ApprovalMax follows the same logic as
Xero and applies your default Taxes for Bills, Invoices and
AP/AR Credit Notes in the following order of priority:
1. The default tax rate for the contact used in the transaction
default tax rate for the inventory item used in the transaction line (if an
inventory item is being used)
default tax rate for the account code used in the transaction line
For Purchase Orders only, the inventory
item tax rate is used in preference to the contact tax rate.
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
How can I connect ApprovalMax to Xero?
This is how you connect ApprovalMax to Xero: Under the main menu select your ApprovalMax Organisation, and open "Workflows and settings" >"Approval workflows". Click on the button "Connect" next to Approval workflows for Xero. Authorise ApprovalMax ...
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 ...
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 ...
Can I do a trial without using my real data from Xero?
Yes! You can find out how ApprovalMax works by connecting to a demo organisation, which can be created in Xero for that purpose. This way, you can test all ApprovalMax features without affecting your real Xero data in any way. This is how you connect ...