Settings for pushing comments to Xero History
When events occur in ApprovalMax – including approvals, rejections and comments – they are automatically pushed to Xero and recorded in the corresponding section in Xero History.
The feature is supported in all plans for Purchase Orders, Bills, Sales Invoices, Quotes and AP/AR Credit Notes.
| Event | Purchase Order | Bill | Sales Invoice | AP Credit Note | AR Credit Note | Quote | Xero Origin | ApprovalMax/Dext Origin |
| Request rejection | Yes | Yes | Yes | Yes | Yes | No | Before approval | N/A |
| Comment | Yes | Yes | Yes | Yes | Yes | Yes | Before and after approval | After approval |
| Request reset due to workflow changes | Yes | Yes | Yes | Yes | Yes | No | Before approval | N/A |
| Matching allocation | No | Yes | N/A | N/A | N/A | N/A | Before and after approval | After approval |
| GRN status update | Yes | N/A | N/A | N/A | N/A | N/A | After approval | After approval |
This is how you set up Pushing Comments to Xero:
- Find your Organisation in the main menu and open Approval Workflows under Workflows And Settings.
- Click on the respective workflow.
- Click on the Gear icon and scroll down.
- Select the preferred option.
Please note: For Matching Allocation events, the data is synchronised to the Note section in Xero.
- When finished, apply your settings by clicking on SAVE in the upper right-hand corner of the workflow settings and update/activate workflow.
Please note: For documents created in ApprovalMax, events and comments can only be sent to Xero if they have occurred after the final approval of the request.
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