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:
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.
Related Articles
How can I enable the creation of Suppliers in ApprovalMax?
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: Under the main ...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 ...Does ApprovalMax support Xero Expenses?
We currently do not support Xero Expenses as Xero has not released an API yet. However, setting up suppliers for employees works perfectly in this respect. The option of Xero Bill creation in ApprovalMax should provide a rather good flow for employee ...Attaching files to Xero Bills created directly in ApprovalMax
During the creation of Xero Bills in ApprovalMax, you can attach files. However, some technical limitations do apply: · File extensions: .jpg, .gif, .png, .bmp, .tiff, .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .odf, .csv, .txt, .rtf, ...How to create Xero Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. In general, we have five categories: Bill creation in ...