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:
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 ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders 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. You can ...
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
Auto-selection of Taxes in ApprovalMax for Xero
In Xero, you can set default Taxes for: Contacts Inventory items Accounts in the chart of Accounts ApprovalMax follows the same logic as Xero and applies your default Taxes for Bills, Invoices and AP/AR Credit Notes in the following order ...
How to create Xero Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. In general, we have five categories: Bill creation in ...