Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?

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: 
  1. How do I set up the "Pulling from Xero" step for Purchase Orders? 
  2. How do I set up the "Pulling from Xero" step for Bills?
2. The Purchase Orders/Bills in Xero are submitted in the "Awaiting Approval" status.
3. The data is synchronised with ApprovalMax.



    • Related Articles

    • How to pull Bills from Xero

      You can configure ApprovalMax to retrieve all Bills in the "Submitted for approval" status from Xero and initiate the corresponding approval workflow. Here's how you can enable the pulling of Bills with this status from Xero: In the main menu select ...

    • How do I set up the Pull from Oracle NetSuite step for Purchase Orders?

      You can configure ApprovalMax so that it pulls from NetSuite all Purchase Orders in the Pending Approval status and starts the respective approval workflow for them. In order to do so, open the Purchase Order Approval workflow. By default, it is the ...

    • How do I set up the Pulling from Xero step for Purchase Orders?

      You can configure ApprovalMax to retrieve all Purchase Orders in the Submitted For Approval status from Xero and initiate the corresponding approval workflow. Here's how you enable the pulling of Purchase Orders with this status from Xero: In the ...

    • Who can mark Xero Purchase Orders as Billed?

      Xero Purchase Orders can be marked as Billed by: Administrators of Organisations in ApprovalMax Purchase Order Requesters Persons who are specified in the "Pull from Xero" section of a Purchase Order approval workflow (if Purchase Orders get created ...

    • What is the "Pulling from connected Organisation" feature? (QuickBooks Online)

      ApprovalMax allows the proper tracking of documents that were created in QuickBooks Online, without going through the appropriate approval workflow in ApprovalMax. This feature is available for Bills, Purchase Orders and Expenses and can be ...