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:
then, the daily
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
- If
there are more than 200 Bills with the "Awaiting approval" status, move
some of them temporarily into "Draft" or approve them straight away in
Xero
- Switch on your Xero connection (after 24 hours)
- Submit all Bills previously moved to "Draft" (if any) for approval
Related Articles
How to pull Bills from Xero
You can configure ApprovalMax to retrieve all Bills in the "Submitted for approval" status from Xero and initiate the corresponding approval workflow. Here's how you can enable the pulling of Bills with this status from Xero: In the main menu select ...
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 ...
How can I stop pulling Bills from Xero?
Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...
How do I set up the "Pulling from Xero" step for Bills?
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user ...
How do I set up the Pulling from Xero step for Purchase Orders?
You can configure ApprovalMax to retrieve all Purchase Orders in the Submitted For Approval status from Xero and initiate the corresponding approval workflow. Here's how you enable the pulling of Purchase Orders with this status from Xero: In the ...