How can I stop pulling Bills from Xero?
Xero-connected users have several options for creating Bills in ApprovalMax:
- By pulling Bills with the "Awaiting Approval" status from Xero
- By creating Bills directly in ApprovalMax
- By creating via direct integration between ApprovalMax and Dext
If you have first option turned on and now want to stop pulling Bills from Xero, you need to disable this feature in the "Bill creation, review and approval" workflow.
Please note: currently, you won't be able to remove a Requester from "Pull from Xero" section and deactivate pulling Bills from Xero, if you have direct integration with Dext enabled.
This is how it works:
Go to the "Bill creation, review and approval" workflow and remove the Requester in the "Pulling from Xero" section. Then click on "UPDATE THE WORKFLOW":
If you don't want to use Bill approval at all, then just deactivate the Bill approval workflow:
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders 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 ...
How to create Xero Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. In general, we have five categories: Bill creation in ...
On behalf of which user are Bills created that get pulled from Dext? (Xero)
Unfortunately, ApprovalMax does not know who created the Bills in Dext because all Bills pulled to ApprovalMax get created in the same name, as selected in the "Receive from Dext Prepare" step. Therefore, we recommend to specify a generic email ...
What data is exchanged between Xero and ApprovalMax?
Data exchange takes place either by pulling new documents for approval from Xero or pushing an approval decision back to Xero. ApprovalMax pulls new Bills/Invoices/Purchase Orders several times during the course of a day. Due to Xero API limitations, ...
Who needs to have access to Xero?
The person who connects ApprovalMax to Xero needs full access to the Xero file. Approvers who approve Bills, Purchase Orders, and other documents don't need access to Xero in order to approve documents in ApprovalMax — this is one of the core ...