Pulling new documents and pushing back approval decisions
ApprovalMax pulls new Bills/Invoices/Purchase Orders several times during the course of a day. Due to Xero API limitations, it’s not possible to get them right after they’ve been created.
Once a Bill/Invoice/Purchase Order has been approved in ApprovalMax, its status in Xero changes to Authorised immediately
. If a Bill/Invoice/Purchase Order has been rejected in ApprovalMax, its status in Xero changes to Draft immediately
.Synchronisation of related data such as Contacts/Accounts/Themes etc.
ApprovalMax pulls new Xero Contacts based on the number of contacts you have in Xero: every 2 hours
, if there are less than 2,000 Xero contacts; every 6 hours
, if there are between 2,000 and 10,000 Xero contacts; every 24 hours
, if there are more than 10,000 Xero contacts.
All other data is synchronised every 2 hours
speed up this process, the Administrator of an Organisation can force the synchronisation manually.
To do so, go to either the Approval or Requester matrix in any workflow of
your Organisation. Alternatively, open Organisation name > Organisation, click on the icon and then on "Sync now" next to Contacts
You can also force the synchronisation of other data, such as Tracking categories, Accounts, Themes, etc., by clicking on "Sync now" in the respective line.