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Synchronisation of related Xero data
ApprovalMax pulls related Xero data such as Contacts/Accounts/Themes etc. every 2 hours. To speed up this process, the Administrator of an Organisation can force the synchronisation manually. To do so, go to either the approval or requester matrix in ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new documents every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can initiate manual ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with documents created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up). In read-only mode (with ...
What data can be extracted from ApprovalMax? (Xero)
You can extract the following data from ApprovalMax: 1. Workflow in PDF 2. Audit report archive 3. Archive of attachments to requests 4. Organisation Administrators or Workflow Managers can generate and download reports in CSV format.
What data can be extracted from ApprovalMax? (QuickBooks Online)
You can extract the following data from ApprovalMax: 1. Workflow in PDF 2. Audit report archive 3. Archive of attachments to requests 4. Organisation Administrators or Workflow Managers can generate and download reports in CSV format.