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:
1. Sync Accounts/Tracking Categories/Taxes etc. between Xero and ApprovalMax.
2. Go to Xero, open your request and click on "Save".
3. Go to ApprovalMax and sync requests by clicking on the refresh button in the top right-hand corner:
![](https://support.approvalmax.com/galleryDocuments/edbsn85f30c24b4ece27680c48743567bfbde6e2283fed6b99347da0f30764c389a795959c7cdaa5036c5d19c5be7e6d68dd7?inline=true)
Related Articles
What are tracking categories used for?
In Xero, you can set up tracking categories to see how different areas of your business are performing (such as departments or locations). This is an example of what it can look like: In ApprovalMax, you can use Xero tracking categories to split ...
Why are my Xero account codes/tracking categories not reflected in Dext?
If the direct integration between Dext - ApprovalMax - Xero is activated, Dext pulls data such as tracking categories, account codes, suppliers, etc. from ApprovalMax every 24 hours. When you create a new tracking category/account/supplier/tax... in ...
Bill-to-PO Matching: What is Bill-to-PO Matching?
ApprovalMax enables Approvers to manually match incoming Bills to the initial Purchase Orders before making their approval decision. This allows for much more control and accuracy at this stage of the approval process. Approvals can be restricted to ...
Can I create Departments in ApprovalMax that have different Approvers? (Xero)
You can use Xero Tracking Categories with tracking options for this purpose. This is how it works: First, create a Tracking Category in Xero: a Department with tracking options such as Production, Marketing, Sales, etc. Then, sync this Tracking ...
Bill-to-PO Matching: Up to which point in the workflow can Bill-to-PO Matching be done?
The Bill-to-PO Matching can be done up to the point where: The Bill is approved* The Purchase Order** is marked as "Billed"* Only an Organisation's Administrator has the authority to match/edit a matching when the Bill has been approved. ** Only ...