How does the approval of Xero Sales Invoices work?
ApprovalMax allows to set up multi-step approval workflows for Xero Sales Invoices.
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 or created directly in Approvalmax.
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 to create Xero Sales Invoices for approval in ApprovalMax
There are several options for creating Sales Invoices which are then run through the approval workflow in ApprovalMax: Sales Invoice creation in Xero Sales Invoice creation in ApprovalMax Sales Invoice creation in ApprovalMax as a copy of Quote Sales ...
How can I see paid Sales Invoices that have bypassed the approval workflow?
It's possible that some of your Sales Invoices were approved for payment directly in Xero and, therefore, bypassed the approval workflow. In ApprovalMax, you can build a report to track all such cases. This is how it can be done: Activate the ...
Is it possible to change a Sales Invoice after its final approval?
While a Sales Invoice has not been fully approved, its Requester has the option to edit the request (this means the Sales Invoice will be resubmitted for approval), or to cancel it. As soon as a Sales Invoice has been fully approved, it can no longer ...
How can I specify instructions for Xero Sales Invoice Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Sales invoice creation. This is how instructions for Sales Invoice Requesters can be set up: Select your Organisation in the main menu and open Approval ...
How can I stop pulling Sales Invoices from Xero?
There are two ways of creating Sales Invoices in ApprovalMax: By pulling Sales Invoices with the Awaiting Approval status from Xero By creating Sales Invoices directly in ApprovalMax If you have first option turned on and now want to stop pulling ...