How are recurring Bills/Invoices handled?

How are recurring Bills/Invoices handled?

Maybe you have recurring transactions in Xero. In Xero, you can set such transactions to either “Save as Draft” or “Approve”.


If you set recurring transactions to “Save as Draft”, you'll need to submit them manually for approval so that ApprovalMax can pick them up and start the approval process.
If you select “Approve”, recurring transactions will be approved automatically in Xero and the approval process in ApprovalMax will be skipped. For such requests you can apply the feature fraud detection - bypassing approval workflow.

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