Linking back from Xero to ApprovalMax
Once approved in ApprovalMax, Bills and Sales Invoices are pushed back to the “Awaiting Payment” folder in Xero. ApprovalMax assigns backlinks to such requests:
If that link gets set by another application, you can specify whether ApprovalMax is to rewrite it - or not.
This is how you set up backlinks:
- Open the main menu and navigate to the "Approval workflows" page:
- Select and open the respective "Bill creation, review and approval" workflow or "Sales Invoice approval" workflow and click on the gear icon :
Please note: backlinks are not assigned to Purchase Orders or AP/AR Credit Notes.
- Scroll down and select your preferred option:
When finished, save your changes and update the approval workflow.
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 ...
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 connect ApprovalMax to Xero?
This is how you connect ApprovalMax to Xero: In your ApprovalMax Organisation, open the Approval workflows. Click on the button "Connect" next to Approval workflows for Xero. Authorise ApprovalMax in Xero. Select the Xero organisation you want to ...
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, ...
ApprovalMax is getting disconnected from Xero
Once in a while your Organisation might get disconnected from the Xero file. We're aware of this issue. This could be due to a variety of reasons, but can usually be resolved by connecting to Xero again. In order to connect to Xero again, click on ...