Can I match Purchase Orders to Credit Notes?
The approval of Credit Notes is a separate process (workflow) in ApprovalMax. Currently, we do not support matching Purchase Orders to Credit Notes. However, we are considering to support this in a future implementation. No ETA is currently available ...
How does the approval of Xero Account Receivable Credit Notes work?
ApprovalMax enables multi-step approval workflows for Xero Account Receivable Credit Notes (AR Credit Notes). This is how it works: AR Credit Notes are created and submitted for approval in Xero. ApprovalMax pulls these AR Credit Notes including all ...
How does the approval of Xero Account Payable Credit Notes work?
ApprovalMax enables multi-step approval workflows for Xero Account Payable Credit Notes (AP Credit Notes). It is a separate Accounts Payble workflow which should be set up and activated in order to use Xero AP Credit Notes. Learn how to set up ...
In this release we have focused on fixing minor issues and fine-tuning the Xero synchronisation.
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 and open the ...