How can I stop pulling Sales Invoices from Xero?
There are two ways of creating Sales Invoices in ApprovalMax:
- By pulling Sales Invoices with the Awaiting Approval status from Xero
- By creating Sales Invoices directly in ApprovalMax
If you have first option turned on and now want to stop pulling Sales Invoices from Xero, you need to disable this feature in the Sales Invoice workflow.
This is how it works:
Open the Sales Invoice workflow and remove the Requester in the Pulling from Xero section. Then click on UPDATE THE WORKFLOW:
If you don't want to use Sales Invoice approvals at all, then just deactivate the Sales Invoice workflow:
How to create Xero Sales Invoices for approval in ApprovalMax
There are several options for creating Sales Invoices which are then run through the approval workflow in ApprovalMax: Sales Invoice creation in Xero Sales Invoice creation in ApprovalMax Sales Invoice creation in ApprovalMax as a copy of Quote Sales ...
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 ...
How do I set up the Pull from Xero step for Sales Invoices?
All Sales Invoices in Xero with the status Submitted For Approval will be picked up by ApprovalMax and put through the designated approval process. In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings: ...
How can I restrict the Requesters of Xero Sales Invoices?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Sales invoices directly in ApprovalMax. For example, access rights for the creation of Sales Invoices can be configured so that a particular ...
Is it possible to unreject a Sales Invoice?
If a Sales Invoice that was created in Xero gets rejected by an Approver, it goes back to Xero in the Draft status. Its Requester needs to amend the Sales Invoice in Xero and then resubmit it for approval. If a Sales Invoice that was created in ...