Why do phone numbers and delivery instructions not sync from Xero to ApprovalMax?

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• Why don't I see the delivery details in my PO PDF after approval?

  A possible reason for not seeing the delivery details in your Purchase Order PDF after approval could be that the correct Theme was not used during Purchase Order creation or, if you're using a custom .docx template in your Theme, this template ...

• Does ApprovalMax support Goods Received Note for Xero PO?

  Yes, ApprovalMax supports the GRN functionality for Xero Purchase Orders. This feature is a part of Advanced and Premium plan for Xero connected Organisations. You can use the setting Goods Received Note (GRN)* in the Purchase Order workflow to track ...

• How to add a delivery address in Purchase Orders

  Delivery addresses are taken from the Xero Organisation's settings, or can be created from Xero Purchase Orders and synced to ApprovalMax. Here is how to create an additional delivery address: Open the Xero Purchase Order creation form and click on ...

• How can a user upload delivery notes to approved Purchase Orders and see such Purchase Orders in ApprovalMax?

  In order to see all Purchase Orders in ApprovalMax, the user must be a Requester for all Purchase Orders or assigned to the Administrator role. Purchase Order Requester, Approver or Organisation Administrator can use GRN functionality to reflect the ...

• What can I do if Accounts/Tracking Categories/Taxes...do not sync to ApprovalMax?

  If data such as Accounts/Tracking Categories/Taxes etc. don't sync between ApprovalMax and Xero, there might be a problem with the cache. When you created a request in Xero and some of the data doesn't show in ApprovalMax, please try the following: ...