How to enable adding a "Rejected" prefix in the Reference field for Xero-originated documents
How does "Add a Rejected prefix to the Xero Reference" work?
Xero's API does not support changing the Purchase Order (PO) status to Draft after a rejection in ApprovalMax. To address this limitation, ApprovalMax offers users the option to activate the Rejected Prefix feature, which distinguishes rejected ...
Pulling new documents and pushing back approval decisions (Xero)
ApprovalMax pulls new Credit Notes/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 ...
How to enable/disable the Price Checker in QuickBooks Online documents
The Price Checker feature identifies potential price discrepancies for each item and notifies users accordingly. This calculation of discrepancies can be activated/deactivated in the Purchase Order/Bill/Expense workflow. This is how you configure ...
How can I enable/disable 2FA?
ApprovalMax supports 2FA via the TOTP standard. The solution is optional for all users, except Australian and Xero-connected Organisations. Two-factor authentication can be enabled/disabled by the users themselves. In case of login/password ...
Business validation errors: reasons for why a request gets rejected (Xero)
Occasionally, it is possible that a request gets rejected by Xero after its final approval in ApprovalMax. Below are some of the most common error codes and the corresponding solutions: Error Explanation Troubleshoingot steps Account code ‘0000’ has ...