Why do Suppliers not appear in ApprovalMax after their creation in Xero?
Why do Suppliers not appear in ApprovalMax after their creation in Xero?
Xero treats Contacts in a specific way: a Contact only qualifies as a Supplier when there is at least one Bill associated with this Contact.
There are 3 ways of dealing with this:
Use a simple workaround: create a fake Bill for the Contact and then delete it right away. Now, this Contact will be treated as a Supplier by Xero and you'll see it in ApprovalMax. Note: If you don't see a contact right away, please sync contacts to ApprovalMax.
Another option is to allow Requesters to see All Contacts in ApprovalMax, not only those marked as Suppliers. This is configured in the Requester matrix.
Provide Requesters with the ability to create new Contacts, if this is required.
ApprovalMax allows the creation of new Suppliers right within the platform before they're being processed in Xero and added to the Xero Supplier list. This is how you configure ApprovalMax to enable Requesters to create new Suppliers: Select your ...
ApprovalMax allows the creation of new suppliers right in its platform, before they're being processed in Xero and added to the Xero Supplier list. If you want to prevent Purchase Order Requesters from viewing/filling in bank details during supplier ...
The reason why a Contact created in Xero and synced to ApprovalMax is not visible in Dext is that Dext syncs only Suppliers from ApprovalMax (via the Dext-ApprovalMax-Xero integration). Contacts in Xero are only recognised as a Supplier when a Bill ...
For Purchase Orders created directly in ApprovalMax, the platform offers the functionality to configure an email that will be sent to the Supplier once a Xero Purchase Order has been fully approved. This email is triggered if the checkbox ...
An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Xero Contact Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" ...