Xero Manual Journal approval process: who will be notified, and when?
- Requesters are notified about approvals, rejections and comments.
- Approvers are notified when their decision is required and about comments.
- Watchers are notified about approvals, rejections and comments.
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How to create a Xero Manual Journal
Before creating a Manual Journal, you first need to set up and activate a Manual Journal workflow in ApprovalMax: Specify all users who will be allowed to create Manual Journals in the "Creation" step. By adding Requesters to this step, they get ...
When is a Xero Manual Journal number assigned?
After the final approval in ApprovalMax, a Manual Journal number is assigned in Xero. It's important to note that Xero's API doesn't support the automatic numbering of Manual Journals. Therefore, the assigned Manual Journal numbers will only be ...
How does the Xero Manual Journal workflow work?
In ApprovalMax, you can set up multi-step approval workflows for Xero Manual Journals. Users of Organisations connected to Xero then create Manual Journal requests directly in ApprovalMax. This is how the approval of Manual Journals works: Manual ...
How can Requesters make changes to a Xero Manual Journal before its approval?
Requests that are pending approval and Draft Manual Journal requests can be amended by their Requesters. To make changes to a Manual Journal request, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the ...
How can I specify instructions for Xero Manual Journal Requesters?
An Organisation's Administrator can provide a message to be shown to Requesters during request creation. This is how to set up instructions for Manual Journal Requesters: Select your Organisation in the main menu and open "Approval workflows" page ...