How does the approval of Xero Account Receivable Credit Notes work?
ApprovalMax enables multi-step approval workflows for Xero Account Receivable Credit Notes (AR Credit Notes).This is how it works:
- AR Credit Notes are created and submitted for approval in Xero.
pulls these AR Credit Notes including all relevant details and starts
the multi-step approval workflow as pre-defined for them in ApprovalMax.
- The respective managers get notified that their approval is required, and make their decision.
all approvals are in place, the AR Credit Note status is changed to
“Authorised” in Xero and the AR Credit Note is moved to the “Approved”
Learn how to set up approval workflows
for Xero Account Receivable Credit Notes.
How does the approval of Xero Account Payable Credit Notes work?
ApprovalMax enables multi-step approval workflows for Xero Account Payable Credit Notes (AP Credit Notes). It is a separate Accounts Payble workflow which should be set up and activated in order to use Xero AP Credit Notes. Learn how to set up ...
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero Accounts Payable Purchase Order Creation and Approval workflow Bill Creation, Review and Approval workflow AP ...
How do I set up the "Pulling from Xero" step for AR Credit Notes?
All Credit Notes in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. For setting up the step "Pulling from Xero" for Credit Notes, navigate to the main menu , select your ...
How alternative rules in the approval matrix work (Xero)
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice / Credit Note or Batch Payment approval. Conditions are set based on the master data received ...
Can I match Purchase Orders to Credit Notes?
The approval of Credit Notes is a separate process (workflow) in ApprovalMax. Currently, we do not support matching Purchase Orders to Credit Notes. However, we are considering to support this in a future implementation. No ETA is currently available ...