During what period can ApprovalMax sync budget data from Xero?
Xero does not provide any way to find out when a particular budget has started.
Therefore, ApprovalMax syncs all budget data from one year back (current date -1 year) to one year from now (current date +1 year).
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Synchronisation of related Xero data
ApprovalMax pulls related Xero data such as Contacts/Accounts/Themes etc. every 2 hours. To speed up this process, the Administrator of an Organisation can force the synchronisation manually. To do so, go to either the approval or requester matrix in ...
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 ...
What are budget check periods?
On the Budget Checking page, the Organisation Administrator can set a check period for the budget: Let's see how a budget is calculated for each period, taking into account the respective Xero settings. The overall budget is 20 USD per month for the ...
Troubleshooting: Budget isn't changed in ApprovalMax after being reuploaded in Xero and synced
When you reupload a CSV budget file in Xero, Xero doesn't change the “last updated” date. Therefore, ApprovalMax doesn't sync any changes. To resolve this, please edit at least one amount manually and save that change in Xero. Then sync the budget to ...
Does ApprovalMax support Xero Budget Checking in the mobile app?
Yes, ApprovalMax does support Xero Budget Checking in its mobile app. Here is what it looks like: Click on the Budget to open its details: