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ApprovalMax for Xero
How does the approval of Xero Bills work?
ApprovalMax enables multi-step approval workflows for Xero Bills.
This is how it works:
Bills are created and submitted for approval in Xero.
ApprovalMax pulls these Bills 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 Bill status is changed to “Authorised” in Xero and the Bill is moved to the “Awaiting payment” list.
If one of the Approvers rejects a request, the respective Bill goes to the “Draft” list in Xero.
how to set up an approval workflow
for the approval of Xero Bills.
Updated: 27 Mar 2019 07:58 PM
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