What are the requirements for using the Xero Batch Payment approval process?

What are the requirements for using the Xero Batch Payment approval process?

  1. The Xero subscription is active and has not expired
  2. The ApprovalMax Organisation is on one of the supported subscription plans:
    1. ApprovalMax Trial Organisation connected to Xero (during 14-day free trial period)
    2. ApprovalMax Standard plan + Advanced features trial (during the Advanced features trial period if you are on a Standard plan)
    3. ApprovalMax Premium plan 
    4. ApprovalMax Partner Organisation
  3. The ApprovalMax Organisation is actively connected to a Xero Organisation
  4. The Bill workflow has been activated to receive/create Bills to initiate further Xero Batch Payment requests
Please note: to have all Bills from Xero pulled to ApprovalMax for further management with the Xero Batch Payment workflow, you need to activate the option “Fraud detection – bypass the approval workflow” in a Bill workflow.

    • Related Articles

    • What does an Airwallex Batch Payment approval process look like?

      Airwallex Batch Payments are created by the respective Requesters in ApprovalMax: only Approved and Not Paid/Not Fully Paid Bills can be added to a Batch, up to 200 Bills in different currencies all together. The Airwallex Batch Payment status then ...
    • Xero Batch Payment approval process: feature disabling

      In case of a downgrade or when an Organisation's subscription has expired, the Xero Batch Payment request feature becomes the Read Only feature.
    • How does the approval of Xero Batch Payments work?

      In ApprovalMax, you can configure a multi-step approval workflow for Xero Batch Payments. This is a separate workflow that you need to set up and activate to use the Xero Batch Payment approval process in ApprovalMax. This is how it works: New Xero ...
    • What is Xero Batch Payment approval?

      Instead of paying Bills one by one, you can prepare a Bulk Payment for Bills whose due dates are within a close range. Such payments are for large amounts and, therefore, might be subject to additional approval. Xero Batch Payments are created as a ...
    • How can Requesters amend a Xero Batch Payment before its approval?

      Pending Xero Batch Payment requests can be amended by their Requesters. To edit a Xero Batch Payment record, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will be started from ...