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.
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 ...
How to create Xero Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. In general, we have five categories: Bill creation in ...
How can I approve Xero Bills pulled from EzzyBills?
It’s just as easy to set up approval workflows for Bills that are pulled from EzzyBills or another OCR solution. Once invoices have been pushed from EzzyBills to Xero, they can be approved in ApprovalMax. You can implement multi-step approval ...
How can I approve Xero Bills pulled from AutoEntry?
It’s just as easy to set up approval workflows for Bills that are pulled from AutoEntry or another OCR solution. Once invoices have been pushed from AutoEntry to Xero, they can be approved in ApprovalMax. You can implement multi-step approval ...