Why are Bills not getting pulled from Xero to ApprovalMax?
If you have created a Bill in Xero and it doesn't show in ApprovalMax after 30 minutes, please follow these steps:
- Check if the respective workflow is active.
- Check that all Bills in Xero have actually been submitted for approval.
- Click on the update button in the top right-hand corner (to sync documents between Xero and ApprovalMax).
- Check "All requests".
If you still don't see your requests in ApprovalMax but there is an error message like this:
quota of calls that Xero allows your Organisation to make in Xero is
used up. Should your Bills not appear in ApprovalMax within 24 hours, it
most likely means that, due to the Xero API limitations, there are just too many Bills with the "Awaiting
approval" status for ApprovalMax to handle.
To solve this issue follow these steps:
- Switch off your Xero connection in ApprovalMax for 24 hours.
there are more than 200 Bills with the "Awaiting approval" status, move
some of them temporarily into "Draft" or approve them straight away in
- (after 24 hours) Switch on your Xero connection.
- Submit all Bills previously moved to "Draft" (if any) for approval.
Troubleshooting: why are my Xero Purchase Orders/Bills not pulled to ApprovalMax?
In order to pull Purchase Orders/Bills from Xero, you need to ensure the following: 1. The Purchase Order/Bill workflow is activated and the "Pulling from Xero" step is set up: How do I set up the "Pulling from Xero" step for Purchase Orders? How ...
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 ...
What Xero data does ApprovalMax modify?
ApprovalMax works with Xero data in two modes: In write mode (with Purchase Orders created in ApprovalMax and pushed to Xero as well as with Bills in the first approval step - if the feature Bill review and approval is set up) In read-only mode (with ...
How can I approve Xero Bills pulled from EzzyBills?
It’s just as easy to set up approval workflows for Bills that are pulled from EzzyBills or another OCR solution. Once invoices have been pushed from EzzyBills to Xero, they can be approved in ApprovalMax. You can implement multi-step approval ...
How can I approve Xero Bills pulled from AutoEntry?
It’s just as easy to set up approval workflows for Bills that are pulled from AutoEntry or another OCR solution. Once invoices have been pushed from AutoEntry to Xero, they can be approved in ApprovalMax. You can implement multi-step approval ...