Who can upload/sync budgets to/from Xero?
An Organisation's Administrator has the
authority to:
Upload/reupload/delete/download CSV budgets
Sync/stop
synching budgets from Xero
Activate/deactivate
budgets
Set
a check period for budgets
Specify if the gross or net budget is to be checked
Related Articles
How to upload Xero Budgets to ApprovalMax
The new version of our Budget Checking feature is already available, you can try it as a part of the Advanced plan trial. Once the Advanced plan trial has been turned on for your Organisation, you can test how it works: Prepare a budget in Xero ...
What can I do if Accounts/Tracking Categories/Taxes...do not sync to ApprovalMax?
If data such as Accounts/Tracking Categories/Taxes etc. don't sync between ApprovalMax and Xero, there might be a problem with the cache. When you created a request in Xero and some of the data doesn't show in ApprovalMax, please try the following: ...
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. You can initiate manual ...
How to force a budget sync with Xero
Budgets are synced from Xero on a daily basis. Provided that the budget has been activated, it can be synced right away by clicking on the SYNC BUDGETS WITH XERO button: