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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Can I see the Paid status of QuickBooks Online Bills in ApprovalMax?
Yes, ApprovalMax will show a Paid stamp on the Bills - if they are paid in QuickBooks Online and the option "Pull from connected Organisation" has been turned on for Bills and in reports (for Bills with the Paid status):Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?
In order to pull Purchase Orders/Bills from Xero, you need to ensure the following: 1. The Purchase Order/Bill workflow is activated and the "Pulling from Xero" step is set up: How do I set up the "Pulling from Xero" step for Purchase Orders? How ...How can I stop pulling Bills from Xero?
Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...Can I use Group Bills by Supplier as a filter option during Batch Payment creation?
Yes, while you're adding Bills to a Batch Payment, you can use the option Group by Supplier as a filter: The Group by Supplier form is based on Xero's Aged Payables Summary report and groups Bills first by Supplier and then by the due date. First, ...Is it possible to put Xero Bills on hold?
Currently, ApprovalMax does not support a "put on hold" functionality. All requests waiting for your approval are in the "My decision required" section: