How can I reverse manual journals?
You can reverse a manual journal in ApprovalMax

or add a reversal date in Xero if you post Manual Journals to Xero as "Draft" after being approved in ApprovalMax:


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Posting Preferences
This setting is relevant for the Xero Manual Journal workflow. With the setting Posting Preferences in ApprovalMax you can control how Manual Journals are created in Xero upon their final approval. This allows you to specify the desired behaviour for ...
When is a Xero Manual Journal number assigned?
After the final approval in ApprovalMax, a Manual Journal number is assigned in Xero. It's important to note that Xero's API doesn't support the automatic numbering of Manual Journals. Therefore, the assigned Manual Journal numbers will only be ...
How does the Xero Manual Journal workflow work?
In ApprovalMax, you can set up multi-step approval workflows for Xero Manual Journals. Users of Organisations connected to Xero then create Manual Journal requests directly in ApprovalMax. This is how the approval of Manual Journals works: Manual ...
How can I restrict the Requesters of Xero Manual Journals?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating a Manual Journal. You can, for example, configure their access rights for Manual Journal creation in a way that individual Requesters are ...
How to create a Line Item Accrual report and export it to a Manual Journal
Creating Accruals* in ApprovalMax is a straightforward process that helps maintaining accurate financial data. * Accruals in ApprovalMax on Line-Item level provide a comprehensive solution that allows you to create Accrual reports, generate journals ...