How do I set up the "Pull from Xero" step for Purchase Orders?
It is possible to configure ApprovalMax in a way that it pulls all Purchase Orders in "Submitted for approval" status from Xero and starts the respective approval workflow for them.
In order to do so, please go to the "Purchase Order Creation and Approval Workflow", click on the "Enable" button under "Pull from Xero"
and select a user.
When finished, don't forget to update/activate the workflow.
All Purchase Orders pulled from Xero will be created in the name of this user.
Unfortunately, ApprovalMax does not know the details of who has created which Purchase Order in
Xero, thus all Purchase Orders are created in the name of a particular user selected
in the "Pull from Xero" step.
Therefore, we recommend selecting a generic email address at that point, such as firstname.lastname@example.org
, because this user will be notified about key Purchase Order events like approvals, rejections, comments.
The same way you can select a person to pull Bills
How do I set up the "Pull from Xero" step for 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 "Pull from Xero" for Credit Notes, navigate to the main menu , select your ...
How does the approval of Xero Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. There are two ways to create Purchase Orders: directly in ApprovalMax or in Xero. This is how the approval of Purchase Orders created directly in ApprovalMax works: ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with Purchase Orders created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up) In read-only mode (with ...
How can I restrict the Requesters of Purchase Orders?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to ...
Why are Purchase Orders not showing in Xero after approval?
Purchase Orders will only be synced to Xero once they have been fully authorised (all approvals in all steps have been obtained). As long as a request is still pending the approval of one of the Approvers, it keeps the "On approval" status in ...