Synchronisation of related Xero data
ApprovalMax pulls related Xero data such as Contacts/Accounts/Themes etc. every 2 hours.
To speed up this process, the Administrator of an Organisation can force the synchronisation manually. To do so, go to either the approval or requester matrix in any workflow of your Organisation.
Alternatively, open Organisation settings and connection in the navigation menu, click on the icon and then on "Sync now" next to Contacts, for example.
You can also force the synchronisation of other data, such as Tracking categories, Accounts, Themes, etc. by clicking on "Sync now" in the respective line.
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new documents 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. For Bills and Invoices ...
How often is data synced with Dext?
New documents ApprovalMax pulls all new cost items captured by Dext and published as awaiting approval immediately. All documents Dext pushes to ApprovalMax go straightaway through the predefined "Bill review and approval" workflow. The ...
What can I do if Accounts/Tracking Categories/Taxes...do not sync to ApprovalMax?
If data such as Accounts/Tracking Categories/Taxes etc. don't sync between ApprovalMax and Xero, there might be a problem with the cache. When you created a request in Xero and some of the data doesn't show in ApprovalMax, please try the following: ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with documents 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 to enable the synchronisation of a Xero Tax List in Dext
To sync your Xero Tax List to Dext, you need to enable "Use tax list" under the Dext Tax Settings in the section "Integration": Otherwise, if the Xero Tax List is different from the one in Dext, Xero might reject the request.