Why are audit reports sometimes not attached to the Xero document?
Xero does limit the amount of attached files — there can be no more than 10. If a Bill or Purchase Order that was created in Xero
already has the allowed 10 attachments, ApprovalMax cannot add the audit report because this would exceed the stipulated number of 10 files.
Can I download multiple audit reports in a single archive?
Yes, multiple audit reports can be downloaded as an archive with a single click. This facilitates the preparation of the document package for bulk payment approvals. This is how you download multiple audit reports in a single archive: Go to ...
Are audit reports sent to the customer with the Sales Invoice?
Xero has 2 types of attachments for Sales Invoices: Those to be sent with the Invoice Those not to be sent with the Invoice ApprovalMax attaches PDF audit reports as "Those not to be sent with the Invoice". So you will not send an audit report by ...
How do audit reports work in ApprovalMax?
Audit reports are a very important feature in ApprovalMax; here's an example: ApprovalMax generates a .PDF file called "Audit report" as soon as the final approval of a finance document has been collected. It captures the relevant information of this ...
How does the direct Dext integration differ from the integration with Dext via Xero?
Integrating your Dext account with your ApprovalMax Organisation allows you to submit cost items for authorisation before creating them in Xero. Such approval requests will run through the pre-defined "Bill creation, review and approval" workflow in ...
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-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...