What Xero data does ApprovalMax modify?

What Xero data does ApprovalMax modify?

ApprovalMax only modifies data in certain situations (for documents pulled from Xero to ApprovalMax):
  1. When all approvals are in place, the document is authorised in Xero.
  2. If one of the Approvers rejects a request, some documents are moved to Drafts in Xero; that’s how the accountant finds out that something’s wrong.
  3. ApprovalMax sets back the link from Xero to ApprovalMax.

ApprovalMax never modifies Line Items / Amounts or other sensitive data pulled in read-only mode. The only exception is in connection with the Review feature. 

    • Related Articles

    • 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 ...
    • 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 ...
    • 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 ...
    • 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 review The Review step is positioned before the Auto-approval step. As this makes it the first ...
    • Xero Purchase Order life cycle

      Purchase Order creation There are two ways of creating Purchase Orders for authorisation in ApprovalMax; they can either be created directly in ApprovalMax or get pulled from Xero. Purchase Order approval When you submit a Purchase Order for ...