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.
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