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.
Related Articles
What Xero data does ApprovalMax modify?
ApprovalMax only modifies data in certain situations (for documents pulled from Xero to ApprovalMax): When all approvals are in place, the document is authorised in Xero. If one of the Approvers rejects a request, some documents are moved to Drafts ...
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. You can initiate manual ...
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 ApprovalMax for QuickBooks Online ApprovalMax for Oracle NetSuite ApprovalMax for Cin7 Core Stand-alone workflows ...
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 ...
Settings for pushing comments to Xero History
When events occur in ApprovalMax – including approvals, rejections and comments – they are automatically pushed to Xero and recorded in the corresponding section in Xero History. The feature is supported in all plans for Purchase Orders, Bills, Sales ...