How do I set up the "Pull from Xero" step for Sales Invoices?

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.
For setting up the step "Pulling from Xero" for Sales Invoices, navigate to the main menu  , select your Organisation and open "Approval workflows".page under "Workflows and settings" section. Click on the "Sales Invoice approval" workflow and then on "Choose Requester", which you'll find below "Pulling from Xero":

Set up your approval workflow and activate it by clicking on the "ACTIVATE WORKFLOW" button in the upper right-hand corner.

Please note: ApprovalMax does not know the details of who created which Sales Invoice in Xero because all Sales Invoices are created in the same name, as specified in the "Pull from Xero" step.


Therefore, we recommend to set a generic email address at that point, such as finance@yourcompany.com. This user will be notified about key events like approvals, rejections, comments.

    • Related Articles

    • How do I set up the "Pull from Xero" step for Credit Notes?

      All Credit Notes in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. For setting up the step "Pull from Xero" for Credit Notes, navigate to the main menu  , select your ...

    • How does the approval of Xero Sales Invoices work?

      ApprovalMax allows to set up multi-step approval workflows for Sales Invoices created in Xero. This is how it works: Sales Invoices are created and submitted for approval in Xero. ApprovalMax pulls these Sales Invoices including all relevant details ...

    • How can I submit new Xero Sales Invoices for approval?

      Please note: the new Xero function for Sales Invoices "Auto-save Drafts" as well as any activity from the options menu will automatically approve the invoice at hand. This is Xero behaviour and has nothing to do with ApprovalMax. This is how it ...

    • How can I approve Xero Bills pulled from EzzyBills?

      It’s just as easy to set up approval workflows for Bills that are pulled from EzzyBills or another OCR solution. Once invoices have been pushed from EzzyBills to Xero, they can be approved in ApprovalMax. You can implement multi-step approval ...

    • How can I approve Xero Bills pulled from AutoEntry?

      It’s just as easy to set up approval workflows for Bills that are 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 ...