How can I see paid Bills that have bypassed the approval workflow?
It's possible that some of your Bills were approved for payment directly in Xero and, therefore, bypassed the approval workflow.
In ApprovalMax, you can build a report to track all such cases.
This is how it can be done:
Activate the settings in the approval workflow
- Open the main menu in the upper left-hand corner and navigate to the "Approval workflows" page under your Organisation:
- Open the "Bill creation, review and approval" workflow and click on the gear icon:
- Activate the "FRAUD DETECTION - BYPASSING THE APPROVAL WORKFLOW" setting:
This will allow ApprovalMax to pull all requests that were approved directly in Xero.
- Save your changes and update the approval workflow.
Set up a report
- Open the main menu in the upper left-hand corner and navigate to the "Reports" page under your Organisation:
- Click on the "NEW REPORT" button in the upper right-hand corner:
- In Step 1, tick the checkbox next to "Bill" and click on "NEXT":
- In Step 2, apply filters and click on "NEXT":
- Fraud risk - Approved directly in Xero
- Paid - Yes
- In step 3, select the columns you want to see in the report and click on "CREATE".
- In step 4, name your report and click on "NEXT" to create it:
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