What is Xero Batch Payment approval?
Instead of paying Bills one by one, you can prepare a Bulk Payment for Bills whose due dates are within a close range. Such
payments are for large amounts and, therefore, might be subject to additional approval.
Xero Batch Payments are created as a combination of Approved and Awaiting Payment Bills and submitted as a single request
for approval.
Once such a request has been approved, the respective Xero Batch Payment file gets created in a connected Xero account against the selected bank account.
Once such a request has been approved, the respective Xero Batch Payment file gets created in a connected Xero account against the selected bank account.
Please note: due to Xero
restrictions, Xero Batch Payments are always created in the base currency of
the respective Organisation. If a Bill is in a different currency, it cannot be added to
the Xero Batch Payment.Related Articles
Xero Batch Payment approval process: feature disabling
In case of a downgrade or when an Organisation's subscription has expired, the Xero Batch Payment request feature becomes the Read Only feature.Can I copy Xero Batch Payment requests?
Only rejected Xero Batch Payment requests can be copied: Xero Batch Payment requests that were already approved or on approval cannot be copied. A check is also taking place to prevent the same Bill from getting included in several Batch Payments; in ...How does the approval of Xero Batch Payments work?
In ApprovalMax, you can configure a multi-step approval workflow for Xero Batch Payments. This is a separate workflow that you need to set up and activate to use the Xero Batch Payment approval process in ApprovalMax. This is how it works: New Xero ...Xero Batch Payments: partial payment
ApprovalMax supports partial payments for Xero Batch Payment requests. Here is how it works: Click on the button in the right-hand corner. In your Organisation, select Batch Payment and click on CREATE A REQUEST: You can now add Bills to a Batch ...Who can edit Xero Batch Payment requests after they were submitted for approval?
The person who has requested a Xero Batch Payment can edit and resubmit this Xero Batch Payment request for approval up to the point where the Xero Batch Payment is fully approved: