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:
- Manual Journal requests are created and submitted for approval in ApprovalMax.
- The multi-step approval workflow starts as predefined in ApprovalMax.
- The respective managers get notified that their approval is required, and make their decision.
- When all approvals are in place, the authorised Manual Journal and the automatically generated audit report get pushed to Xero.
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How to create a Xero Manual Journal
Before creating a Manual Journal, you first need to set up and activate a Manual Journal workflow in ApprovalMax: Specify all users who will be allowed to create Manual Journals in the "Creation" step. By adding Requesters to this step, they get ...
How can I specify instructions for Xero Manual Journal Requesters?
An Organisation's Administrator can provide a message to be shown to Requesters during request creation. This is how to set up instructions for Manual Journal Requesters: Select your Organisation in the main menu and open "Approval workflows" page ...
How can I make Xero Manual Journal fields mandatory?
During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional. This is how you make certain fields mandatory: Select your Organisation in the main menu and open "Approval workflows" page ...
How can I restrict the Requesters of Xero Manual Journals?
ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating a Manual Journal. You can, for example, configure their access rights for Manual Journal creation in a way that individual Requesters are ...
When is a Xero Manual Journal number assigned?
After the final approval in ApprovalMax, a Manual Journal number is assigned in Xero. It's important to note that Xero's API doesn't support the automatic numbering of Manual Journals. Therefore, the assigned Manual Journal numbers will only be ...