How often is data synced with Xero?
Pulling new documents and pushing back approval decisions
ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour
during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created.
You can initiate manual synchronisation though by clicking on the Refresh requests list
you'll find in the top right-hand corner in any list of requests. This opens a small pop-up window, which
allows you to initiate the data synchronisation for all your Xero Organisations and displays information about the last
synchronisation for each data type.
Once a Bill/Invoice/Purchase Order has been approved in ApprovalMax, its status in Xero changes to Authorised immediately
. If a Bill/Invoice/Purchase Order has been rejected in ApprovalMax, its status in Xero changes to Draft immediately
ApprovalMax pulls related Xero data every 2 hours
speed up this process, the Administrator of an Organisation can force the synchronisation manually.
To do so, go to either the approval or requester matrix in any workflow of
your Organisation. Alternatively, open Organisation name > Organisation, click on the icon and then on "Sync now" next to Contacts, for example
You can also force the synchronisation of other data, such as Tracking categories, Accounts, Themes, etc. by clicking on "Sync now" in the respective line.
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
What data is exchanged between Xero and ApprovalMax?
Data exchange takes place either by pulling new documents for approval from Xero or pushing an approval decision back to Xero. ApprovalMax pulls new Bills/Invoices/Purchase Orders several times during the course of a day. Due to Xero API limitations, ...
Can I do a trial without using my real data from Xero?
Yes! You can find out how ApprovalMax works by connecting to a demo organisation, which can be created in Xero for that purpose. This way, you can test all ApprovalMax features without affecting your real Xero data in any way. This is how you connect ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with Purchase Orders created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up) In read-only mode (with ...
How often is data synced with Dext?
New documents ApprovalMax pulls all new cost items captured by Dext and published as awaiting approval immediately. All documents Dext pushes to ApprovalMax also go through the predefined "Bill review and approval" workflow straightaway. The ...