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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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 ...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 ...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 "Requires my decision" section:Why do I not see the whole list of Purchase Orders when matching with Bills?
ApprovalMax applies a limit to the number of Purchase Orders that are displayed, only the first 100 Purchase Orders are shown. We'd advise you to properly mark Purchase Orders as Billed once they are not needed for matching anymore.Can I approve QuickBooks Online Bills?
Yes. You can now create bills in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online on approval completion.