Submit a Ticket
ApprovalMax for Xero
How does the approval of Xero Account Payable Credit Notes work?
ApprovalMax enables multi-step approval workflows for Xero Account Payable Credit Notes (AP Credit Notes).
This is how it works:
AP Credit Notes are created and submitted for approval in Xero.
ApprovalMax pulls these AP Credit Notes 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.
When all approvals are in place, the AP Credit Note status is changed to “Authorised” in Xero and the AP Credit Note is moved to the “Approved” list.
how to set up approval workflows
for Xero Account Payable Credit Notes.
Updated: 27 Mar 2019 08:04 PM
Help us to make this article better
How does the approval of Xero Account Receivable Credit Notes work?
How does the approval of Xero Sales Invoices work?
How does the approval of Xero Purchase Orders work?
Which workflows does ApprovalMax support?
How alternative rules in the approval matrix work
Help Desk Software
by Zoho Desk