How to pull Bills from Xero
It is possible to configure ApprovalMax in a way that it pulls all Bills in "Awaiting approval" status from Xero and starts the respective approval workflow for them.
In order to do so, please go to the "Bill Creation, Review, and Approval Workflow", click on the "Enable" button under "Pulling from Xero" and choose Requester.
When finished, don't forget to update/activate the workflow.
All Bills pulled from Xero will be created in the name of the user, selected as Requester.
Unfortunately, ApprovalMax does not know the details of who has created which Bill in Xero, thus all Bills are created in the name of a particular user selected in the "Pulling from Xero" step.
Therefore, we recommend selecting a generic email address at that point, such as email@example.com, because this user will be notified about key Bill events like approvals, rejections, comments.
The same way you can select a person to pull POs from Xero.
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 ...
How can I restrict the Requesters of Xero Bills?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Bills directly in ApprovalMax. For example, access rights for the creation of Bills can be configured so that a particular Requester is ...
How to copy Xero Purchase Orders to a Bill
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill creation, review and approval" workflow. This is how it ...
Why are Bills not getting pulled from Xero to ApprovalMax?
If you have created a Bill in Xero and it doesn't show in ApprovalMax after 30 minutes, please follow these steps: Check if the respective workflow is active. Check that all Bills in Xero have actually been submitted for approval. Click on the update ...