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 often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/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 ...
What data is exchanged between Xero and ApprovalMax?
Data exchange takes place either by pulling new documents for approval from Xero or pushing an approval decision back to Xero. ApprovalMax pulls new Bills/Invoices/Purchase Orders several times during the course of a day. Due to Xero API limitations, ...
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
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 ...