Related Articles
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 ...
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 ...
How can I try ApprovalMax with the Xero demo company?
Connecting ApprovalMax to Xero allows you to set up approval workflows such as “Bill workflow”, “Purchase Order workflow” etc. When you connect to the Xero demo company, you can try ApprovalMax for Xero without setting up your own Xero Organisation ...
Report scheduler (NetSuite)
Instead of generating reports manually every time you need one, you can schedule the creation and specify who you want to receive such report – everybody will find it in their inbox right on time. Depending on your needs, scheduled reports can be ...
Are audit reports sent to the customer with the Quote?
Xero has 2 types of attachments for Quotes Those to be sent with the Quote Those not to be sent with the Quote ApprovalMax attaches PDF audit reports as "Those not to be sent with the Quote". So you will not send an audit report by mistake when you ...