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 documents 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 fully approved in ApprovalMax, the request status changes immediately in Xero to:
- Awaiting Payment for Invoices/ Bills
- Approved for Purchase Orders
Once rejected 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.
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with documents 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 ...
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 ...
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero Accounts Payable Purchase Order workflow Bill workflow AP Credit Note workflow Batch Payment workflow Airwallex ...
How does the approval of Xero Account Payable Credit Notes work?
ApprovalMax enables multi-step approval workflows for Xero Account Payable Credit Notes (AP Credit Notes). It is a separate Accounts Payable workflow which should be set up and activated in order to use Xero AP Credit Notes. Learn how to set up ...
Video: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax
ApprovalMax product walk-through: How to copy a Bill or Purchase Order to create a new Bill for approval directly in ApprovalMax https://www.youtube.com/watch?v=6T80pfkP_bU You can also refer to this article: How to copy Xero Purchase Orders to a ...