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

What are the requirements for using the 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 Batch Payment requests
Please note: to have all Bills from Xero pulled to ApprovalMax for further management with the Batch Payment workflow, you need to activate the option “Fraud detection – bypass the approval workflow” in a Bill workflow.



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