What data is exchanged between Xero and ApprovalMax?

What data is exchanged between Xero and ApprovalMax?

Data exchange takes place either by pulling new documents for approval from Xero or pushing an approval decision back to Xero.

ApprovalMax pulls new Bills/Invoices/Purchase Orders several times during the course of a day. Due to Xero API limitations, it’s not possible to get these documents right after they’ve been created.

Once approved in ApprovalMax, the request status changes immediately in Xero to:
  1. Awaiting Payment for Invoices/ Bills
  2. Approved for Purchase Orders
Once rejected in ApprovalMax, the request status changes immediately in Xero to:
  1. Draft for Invoices/ Bills 
  2. Remains Awaiting Approval for Purchase Orders

ApprovalMax does not create a note in Xero once a request has been rejected.




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