How can I approve Xero Bills pulled from AutoEntry?

How can I approve Xero Bills pulled from AutoEntry?

It's just as easy to set up approval workflows for Bills pulled from AutoEntry or another OCR solution.

Once invoices have been pushed from AutoEntry to Xero, they can be approved in ApprovalMax. You can implement multi-step approval workflows based on specific criteria for particular users in your Organisation. This way, all Invoices and Purchase Orders can be approved outside of Xero.

Both AutoEntry and ApprovalMax are pre-integrated with Xero.
A typical flow looks like this: AutoEntry > Xero > ApprovalMax > Xero.

This is how it works:
  • Invoices are first scanned in AutoEntry and then published to Xero (it’s important to publish Bills to Xero with the "Awaiting approval" status because only then ApprovalMax can pull them for approval).
  • Bills with the "Awaiting approval" status are pulled to ApprovalMax. This is usually the best time to do Bill review as the Approvers will have the required business knowledge and authority to add the appropriate account and tracking category parameters. 
  • Next, a multi-step approval workflow is initiated by ApprovalMax and approval requests are routed to the designated Approvers. Approval routing rules are specified in the approval matrix by the Administrator. Approvers are notified about pending approval requests by email and push notifications via the smartphone app. Approval requests can be decided straight from the email notification, through the web platform, and via mobile apps.
  • In every approval step, an audit report is created with approval-related data, such as times, dates, and Approvers' names and comments, if any.
  • Once the approval workflow is completed, the approved documents are marked as "Authorised" in Xero and their status changes from "Awaiting approval" to "Awaiting payment".

This is how you set up the AutoEntry + ApprovalMax workflow:
  1. Connect AutoEntry to Xero.
  2. Set up AutoEntry so that Bills are published to Xero with the status "Awaiting approval".
  3. Connect ApprovalMax to Xero. Now, Bills will be pulled from Xero to ApprovalMax every 30 minutes.
  4. Once a Bill has been approved in ApprovalMax, it will be marked as "Authorised" in Xero. Also, a detailed approval log will be created for audit purposes.

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