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:
- Awaiting Payment for Invoices/ Bills
- Approved for Purchase Orders
in ApprovalMax, the request status changes immediately in Xero to:
- Draft for Invoices/ Bills
- Remains Awaiting Approval for Purchase Orders
ApprovalMax does not create a note in Xero once a request has been rejected.
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 ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with Purchase Orders created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up) In read-only mode (with ...
Can I do a trial without using my real data from Xero?
Yes! You can find out how ApprovalMax works by connecting to a demo organisation, which can be created in Xero for that purpose. This way, you can test all ApprovalMax features without affecting your real Xero data in any way. This is how you connect ...
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 ...
How can I connect ApprovalMax to Xero?
This is how you connect ApprovalMax to Xero: In your ApprovalMax Organisation, open the Approval workflows. Click on the button "Connect" next to Approval workflows for Xero. Authorise ApprovalMax in Xero. Select the Xero organisation you want to ...