How does the Xero Manual Journal workflow work?

How does the Xero Manual Journal workflow work?

In ApprovalMax, you can set up multi-step approval workflows for Xero Manual Journals. Users of Organisations connected to Xero then create Manual Journal requests directly in ApprovalMax.
This is how the approval of Manual Journals works:

  1. Manual Journal requests are created and submitted for approval in ApprovalMax.
  2. The multi-step approval workflow starts as predefined in ApprovalMax.
  3. The respective managers get notified that their approval is required, and make their decision.
  4. When all approvals are in place, the authorised Manual Journal and the automatically generated audit report get pushed to Xero.

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