How does the approval of Xero Account Payable Credit Notes work?

ApprovalMax enables multi-step approval workflows for Xero Account Payable Credit Notes (AP Credit Notes). It is a separate Accounts Payble workflow which should be set up and activated in order to use Xero AP Credit Notes.

Learn how to set up approval workflows for Xero Account Payable Credit Notes.

This is how it works:

• AP Credit Notes are created and submitted for approval in Xero.
  
  
• ApprovalMax pulls these AP Credit Notes including all relevant details and starts the multi-step approval workflow as pre-defined for them in ApprovalMax. 
  
  
• The respective managers get notified that their approval is required, and make their decision.
  
• When all approvals are in place, the AP Credit Note status is changed to “Authorised” in Xero and the AP Credit Note is moved to the “Approved” list.

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