Does ApprovalMax take Xero documents into account during Budget Checking?

Does ApprovalMax take Xero documents into account during Budget Checking?

ApprovalMax tracks Xero Bills and Purchase Orders that were created in/pulled to ApprovalMax with the budgets that were synced/uploaded to ApprovalMax during the approval process.

Expenses that got approved directly in Xero and were then pulled to ApprovalMax will only be tracked with a budget if this budget has been uploaded/synced from Xero to ApprovalMax before these requests were created.

Please note: ApprovalMax pulls requests that were approved directly in Xero only if the feature "Fraud Detection — bypassing the approval workflow" is turned on.
If the "Fraud Detection — bypassing the approval workflow" feature is off, ApprovalMax will not pull any Bills/Purchase Orders that got approved directly in Xero and this may have an impact on the Budget Checking amounts.  



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