How can I submit new Xero Sales Invoices for approval?
Please note: the new Xero function for Sales Invoices "Auto-save Drafts" as well as any activity from the options menu will automatically approve the invoice at hand.
This is Xero behaviour and has nothing to do with ApprovalMax.
This is how it works:
During invoice creation, please check the status in the top left-hand corner:
Any of the actions illustrated below (except "Preview") will approve the invoice, change its status to “Awaiting payment” and skip the approval steps.
So, after creating an invoice, you need to use the top navigation to go back to https://go.xero.com/AccountsReceivable/Search. aspx?invoiceStatus=INVOICESTATUS/DRAFT
Here, you can mark the invoice(s) and submit for approval.
If you prefer the classic invoicing, you'll find a button to switch back at the bottom of the invoice:
How does the approval of Xero Sales Invoices work?
ApprovalMax allows to set up multi-step approval workflows for Sales Invoices created in Xero. This is how it works: Sales Invoices are created and submitted for approval in Xero. ApprovalMax pulls these Sales Invoices including all relevant details ...
How do I set up the "Pulling from Xero" step for Sales Invoices?
All Sales Invoices in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. For setting up the step "Pulling from Xero" for Sales Invoices, navigate to the main menu , select ...
Are audit reports sent to the customer with the Sales Invoice?
Xero has 2 types of attachments for Sales Invoices: Those to be sent with the Invoice Those not to be sent with the Invoice ApprovalMax attaches PDF audit reports as "Those not to be sent with the Invoice". So you will not send an audit report by ...
Set up an approval workflow - guides (Xero)
How to set up a Bill approval workflow How to set up a Purchase Order approval workflow How to set up a Sales Invoice approval workflow
Video: How to submit a Bill for approval directly in ApprovalMax
ApprovalMax product walk-through: How to submit a Bill for approval directly in ApprovalMax https://www.youtube.com/watch?v=N7Rsz3-uWgo You can also refer to this article: How to create Xero Bills for approval in ApprovalMax