How the approval of Xero Account Payable Credit Notes works

How the approval of Xero Account Payable Credit Notes works

ApprovalMax enables multi-step approval workflows for Xero Account Payable Credit Notes (AP Credit Notes). It is a separate Accounts Payable workflow, which you need to set up and activate 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, or created directly in ApprovalMax.
  • ApprovalMax pulls these AP Credit Notes including all relevant details and starts the multi-step approval workflow as predefined 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 changes to Authorised in Xero and the AP Credit Note is moved to the Approved list.

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