Fetching bills
from Xero

ApprovalMax For Xero Demo

Pulling bills in the "Awaiting Approval" status from Xero

Regardless of the way bills appear in Xero, as long as they are in the "Awaiting Approval" status, ApprovalMax will automatically collect and route them for review & coding, matching with the respective purchase orders as well as the required business approvals as per the multi- step and multi-role approval workflow that has been defined for them.

There are various technologies available for the capture of invoice data: pre-accounting software like Receipt Bank, AutoEntry and Datamolino, or Xero's Hubdoc software and its "Email to Bill" function. And, of course, it is also possible to manually create bills in Xero.

This is how it works

Invoice data capture

Bills waiting for approval

Review and authorisation

Bills ready for payment

Invoice data capture

There are several options for extracting the relevant data of incoming bills: the data capture tool of choice, Xero's Email-to-bill capability, copying the purchase order or the manual creation from scratch.

Bills waiting for approval

Once bills in Xero have the "Awaiting Approval" status, either as per the automated workflow or because they were manually moved from the "Draft" status, ApprovalMax will pull them automatically and check if they are subject to a review and authorisation process. If that is the case, this process will start right away.

Review and authorisation

When the review and authorisation process has been initiated, bills go through multiple steps according to the predefined approval matrix: bill review, bill-to-PO matching as well as multi- level and multi-step authorisations.

Bills ready for payment

After passing the review and authorisation process successfully, approved bills are ready for payment and get pushed to Xero in the "Awaiting Payment" status.

Find more on how bill fetching, review and approval works

Bill fetching, review and approval

Read more

Receiving bills from Receipt Bank

Read more

Creating bills in ApprovalMax

Read more

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FAQ

Can different data capture tools be used with ApprovalMax?+

As ApprovalMax is pre-integrated with Xero, it works seamlessly with all data entry apps from the Xero ecosystem (in any combination): Hubdoc, Receipt Bank, AutoEntry, Datamolino and EzzyBills - as long as bills have the "Awaiting Approval" status, which triggers ApprovalMax to pick them up.

In which status does an OCR / data entry tool have to push bills to Xero?+

ApprovalMax only picks up bills in the "Awaiting Approval" status, so this is the one to go for. Most tools can push bills to Xero in this status. Alternatively, it can be selected manually; or automatically by employing a tool like Zapier.

When a bill has the "Awaiting Approval" status in Xero, does it hit the general ledger straight away?+

No, bills in the "Awaiting Approval" status in Xero do not affect the general ledger. So, it is safe to push them to Xero in this status even though they are not yet approved.

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