Why do I still see approved Invoices in the Awaiting Approval list in Xero?
ApprovalMax pushes only fully authorised Invoices (i.e., all assigned Approvers have approved) to Xero. Once an Invoice has been fully approved, it'll bear the Approved watermark and have the approval audit report attached. You'll be able to open it in Xero using the link provided in the document:
If an Invoice has not been fully approved yet (not all approvals have been collected), it won't be pushed to Xero:
Users with the Administrator or Auditor role can use the reporting feature to show all Invoices pending approval, and also see whose approval they are waiting for:
How does the approval of Xero Sales Invoices work?
ApprovalMax allows to set up multi-step approval workflows for Xero Sales Invoices. This is how it works: Sales Invoices are created and submitted for approval in Xero or created directly in Approvalmax. ApprovalMax pulls these Sales Invoices ...
How can I see paid Sales Invoices that have bypassed the approval workflow?
It's possible that some of your Sales Invoices were approved for payment directly in Xero and, therefore, bypassed the approval workflow. In ApprovalMax, you can build a report to track all such cases. This is how it can be done: Activate the ...
How can I publish Bills as "Awaiting Payment" to Xero after their approval in ApprovalMax?
Here is how you can publish Dext cost items as "Awaiting Payment" Bills to Xero after their approval in ApprovalMax: Set "Invoice" as the "Publish to" destination (Manage - >Connections ->Integrations): Select a Payment Method with no stored Bank ...
How does the approval of Xero Bills work?
ApprovalMax enables multi-step approval workflows for Xero Bills. This is how it works: Bills are created and submitted for approval in Xero, ApprovalMax or Dext. ApprovalMax pulls these Bills including all relevant details and starts the multi-step ...
How to create Xero Sales Invoices for approval in ApprovalMax
There are several options for creating Sales Invoices which are then run through the approval workflow in ApprovalMax: Sales Invoice creation in Xero Sales Invoice creation in ApprovalMax Sales Invoice creation in ApprovalMax as a copy of Quote Sales ...