How do I set up the "Pulling from Xero" step for Bills?
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process.
Unfortunately, ApprovalMax does not know the details of who has created which Bill in Xero because all Bills are created in the same name, which was selected in the "Pulling from Xero
Therefore, we recommend to specify a generic email address at that point, such as firstname.lastname@example.org
, because this user will be notified about key Bill events like approvals, rejections, comments.
Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?
In order to pull Purchase Orders/Bills from Xero, you need to ensure the following: 1. The Purchase Order/Bill workflow is activated and the "Pulling from Xero" step is set up: How do I set up the "Pulling from Xero" step for Purchase Orders? How ...
How can I stop pulling Bills from Xero?
Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...
How do I set up the "Pulling from Xero" step for AR Credit Notes?
All Credit Notes 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 Credit Notes, navigate to the main menu , select your ...
How to create Xero Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. In general, we have five categories: Bill creation in ...
How does the approval of Xero Bills work?
ApprovalMax enables multi-step approval workflows for Xero Bills. This is how it works: Bills are created and submitted for approval in Xero, ApprovalMax or Dext. ApprovalMax pulls these Bills including all relevant details and starts the multi-step ...