Where can I find my invoices?
An Account Owner can download invoices on the Billing and Subscription page, under the Subscription tab:
Besides, invoices are sent to the billing email address specified by the Account Owner in the billing address section.
How can I submit new Xero Sales Invoices for approval?
Please note: the new Xero function for Sales Invoices "Auto-save Drafts" as well as any activity from the options menu will automatically approve the invoice at hand. This is Xero behaviour and has nothing to do with ApprovalMax. This is how it ...
How do I set up the "Pulling from Xero" step for Sales Invoices?
All Sales Invoices in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. For setting up the step "Pulling from Xero" for Sales Invoices, navigate to the main menu , select ...
How does the approval of Xero Sales Invoices work?
ApprovalMax allows to set up multi-step approval workflows for Sales Invoices created in Xero. This is how it works: Sales Invoices are created and submitted for approval in Xero. ApprovalMax pulls these Sales Invoices including all relevant details ...
Why do I still see approved Invoices in the "Awaiting Approval" list in Xero?
ApprovalMax pushes only fully authorised Invoices (i.e., all assigned Approvers have approved) to Xero. Once an Invoice has been fully approved, it'll bear the "Approved" watermark and have the approval audit report attached. You'll be able to open ...
How are recurring Bills/Invoices handled?
Maybe you have recurring transactions in Xero. In Xero, you can set such transactions to either “Save as Draft” or “Approve”. If you set recurring transactions to “Save as Draft”, you'll need to submit them manually for approval so that ApprovalMax ...