How does the approval of Xero Sales Invoices work?
ApprovalMax allows to set up multi-step approval workflows for Sales Invoices created in Xero.
This is how it works:
Learn how to set up approval workflows for Xero Sales Invoices.
- Sales Invoices are created and submitted for approval in Xero.
pulls these Sales Invoices 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 Sales Invoice status is changed to
“Authorised” in Xero and the Sales Invoice is moved to the “Approved”
How can I submit new Xero Sales Invoices for approval?
Please note: the new Xero function for Sales Invoices "Auto-save Drafts" as well as any activity from the options menu will automatically approve the invoice at hand. This is Xero behaviour and has nothing to do with ApprovalMax. This is how it ...
How alternative rules in the approval matrix work
The approval matrix allows the definition of rules that determine which Approvers will be selected for each particular Bill / Purchase Order / Sales Invoice or Credit Note. Conditions are set based on the master data received from Xero: suppliers, ...
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 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. ApprovalMax pulls these AR Credit Notes including all ...
How does the approval of Xero Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. There are two ways to create Purchase Orders: directly in ApprovalMax or in Xero. This is how the approval of Purchase Orders created directly in ApprovalMax works: ...