Is it possible in ApprovalMax to add a budget, which is currently in Xero, to an invoice that is getting approved so that you can track the expense approval with this budget?
approved expenses will be tracked with a budget if this budget has been
uploaded/synced from Xero to ApprovalMax before these requests were created.
This means you need to upload the respective Xero budget first, and approve the
invoices after it’s been synced.
will not be applied to approved requests that have been created before the
budget got uploaded to ApprovalMax.
Does ApprovalMax support Xero Expenses?
We currently do not support Xero Expenses as Xero has not released an API yet. However, setting up suppliers for employees works perfectly in this respect. The option of Xero Bill creation in ApprovalMax should provide a rather good flow for employee ...
How can I publish documents from Dext to ApprovalMax?
Any cost item captured with Dext can be published to ApprovalMax if it is set as: Receipt ATM Other Invoice Statement Delivery note Mileage However, cost items of the "Credit note/Refund" type are currently not supported. Please note: only the type ...
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, ...
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 ...
How can I use Dext Expense Reports in ApprovalMax?
When Expense Reports get published to ApprovalMax, they are considered to be Invoices (Bills); the supplier for Expense Reports is generated as "[User Name] - Expense Report". An Expense Report is created as a bulk of "Costs" in Dext, each Cost item ...