Is it possible to unreject a Bill?
If a Bill that was created in Xero gets rejected by an Approver, it goes back to Xero in the "Draft" status. Its Requester needs to amend the Bill in Xero and then resubmit it for approval.
If a Bill that was created in ApprovalMax gets rejected by an Approver, it can be amended, revoked, copied, cancelled, or its approval can be forced.
Administrators can force the approval of rejected Bills:
Requesters can edit Bills and resubmit them for approval:
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 does Bill review / editing work?
ApprovalMax allows Approvers of the first step added as Reviewers to review and edit a Bill during the approval process. In order to configure Bill review and coding, please go to the Bill approval workflow. Click on "Reviewers" and add the persons ...
How do accountants get notified about Bill approvals?
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the person who ...
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, ...