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.
How does the approval of Xero Account Receivable Credit Notes work?
ApprovalMax enables multi-step approval workflows for Xero Account Receivable Credit Notes (AR Credit Notes). This is how it works: AR Credit Notes are created and submitted for approval in Xero. ApprovalMax pulls these AR Credit Notes including all ...
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 and open the ...
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero Accounts Payable Purchase Order Creation and Approval workflow Bill Creation, Review and Approval workflow AP ...
How alternative rules in the approval matrix work
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice or Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...
Can I match Purchase Orders to Credit Notes?
The approval of Credit Notes is a separate process (workflow) in ApprovalMax. Currently, we do not support matching Purchase Orders to Credit Notes. However, we are considering to support this in a future implementation. No ETA is currently available ...