How does the approval of Batch Payments work?
In ApprovalMax, you can configure a multi-step approval
workflow for Batch Payments. This is a separate workflow that you need to set
up and activate to use the Batch Payment approval process in
This is how it works:
New Batch Payment requests are created and submitted for approval in ApprovalMax by selected
update a request after submission, its Requester can edit and resubmit it for
- ApprovalMax starts the multi-step
approval workflow as predefined for Batch Payments in ApprovalMax.
Batch Payment requests are assigned to the specified Approvers (based on the approval
rules: Requester, Amount, Supplier, etc.).
- The respective managers get notified
that their approval is required and make their decision.
When all approvals are in place, the Batch
changes to Approved, the audit report is automatically generated in ApprovalMax, and the Batch Payment is pushed to Xero.
Important note: audit reports are not transferred to Xero due to Xero API restrictions.
Xero Batch Payments: partial payment
ApprovalMax supports partial payments for Xero Batch Payment requests. Here is how it works: Click on the button in the right-hand corner. In your Organisation, select Batch Payment and click on CREATE A REQUEST: You can now add Bills to a Batch ...
What is Batch Payment approval?
Instead of paying Bills one by one, you can prepare a Bulk Payment for Bills whose due dates are within a close range. Such payments are for large amounts and, therefore, might be subject to additional approval. Batch Payment requests are created as ...
Does ApprovalMax support batch approval?
Yes, ApprovalMax supports Xero Batch payment approvals. This feature is available in beta, please contact support if you're interested in giving it a try. Please learn more how does Batch Payment approval work here.
When will a Batch Payment created in ApprovalMax be reflected in Xero?
Batch Payments requested in ApprovalMax will be synced to Xero immediately after their full approval.
Can I copy Batch Payment requests?
Only rejected Batch Payment requests can be copied: Batch Payment requests that were already approved or on approval cannot be copied. A check is also taking place to prevent the same Bill from getting included in several Batch Payments; in case it's ...