Is ApprovalMax integrated with Xero Projects?
Xero Projects is an awesome product by Xero, which enables to keep track of time and costs for each project. Among other features, it allows to easily link Bill line items to specific projects and keep track of project expenses.
We'd love to show you which projects and Bills have been linked, and to provide you with a way to route Bills depending on the project via our approval matrices. Unfortunately, this is not possible at the moment because the Xero Projects API does not allow it.
We're in touch with the Xero team regarding this issue and hope that the Xero Projects API will be extended in the future.
How can I connect ApprovalMax to Xero?
This is how you connect ApprovalMax to Xero: In your ApprovalMax Organisation, open the Approval workflows. Click on the button "Connect" next to Approval workflows for Xero. Authorise ApprovalMax in Xero. Select the Xero organisation you want to ...
What data is exchanged between Xero and ApprovalMax?
Data exchange takes place either by pulling new documents for approval from Xero or pushing an approval decision back to Xero. ApprovalMax pulls new Bills/Invoices/Purchase Orders several times during the course of a day. Due to Xero API limitations, ...
Auto-selection of Taxes in ApprovalMax for Xero
In Xero, you can set default Taxes for: Contacts Inventory items Accounts in the chart of Accounts ApprovalMax follows the same logic as Xero and applies your default Taxes for Bills, Invoices and AP/AR Credit Notes in the following order ...
Attaching files to Xero Bills created directly in ApprovalMax
During the creation of Xero Bills in ApprovalMax, you can attach files. However, some technical limitations do apply: · File extensions: .jpg, .gif, .png, .bmp, .tiff, .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .odf, .csv, .txt, .rtf, ...
Single Sign On (SSO): how to use your Xero account for logging in to ApprovalMax
Are you tired of tracking new logins and passwords? You can use your Xero account as a Single-Sign-On with ApprovalMax. This way you only need to remember your Xero credentials. When you log in to ApprovalMax under https://app.approvalmax.com/ select ...