Can I use Power BI for reporting? (Xero)

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• Can I use Power BI for reporting? (QuickBooks Online)

  We are currently working on a Public API to make Power BI reporting available straight away. At the moment, there's no ETA though. As a workaround, you may set up reports in ApprovalMax as well as schedule their creation and emailing them to the ...

• Xero Getting Started Guide

  ApprovalMax extends the online accounting platform Xero with approval-driven financial controls for Accounts Payable and Accounts Receivable. It replaces paper- and email-based approvals with fully automated multirole and multitiered approval ...

• 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. Visit https://app.approvalmax.com and select "Log in with Xero". If you ...

• Is there a way to select a group of Xero Contacts for Approvers/Requesters to use?

  Unfortunately, it's not possible to use a group of Xero Contacts. However, you can select specific Contacts that each Requester/Approver will be able to use. This is how it works: Open the Requester/Approval matrix and select the option "Contact that ...

• Accrual report .CSV file for Xero Manual Journal entry (header level, limited version)

  In ApprovalMax, the Bill accrual feature allows users to generate collections of open Bills using the ApprovalMax filtering and reporting capability. The resulting .CSV file will be transferred to Xero via its capability for importing manual journal ...