What can I do if Accounts/Tracking Categories/Taxes...do not sync to ApprovalMax?

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:



    • 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 ...
    • How often is data synced with Xero?

      Pulling new documents and pushing back approval decisions ApprovalMax pulls new documents 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. For Bills and Invoices ...
    • 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: 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 ...