Regardless of how sales invoices get created, either manually in Xero or pushed to Xero by a time management or project automation tool (like WorkflowMax), ApprovalMax pulls automatically all sales invoices with the status "Awaiting Approval" and routes them as predefined in the approval workflow.
Sales invoices are created and submitted for approval in Xero using WorkflowMax or any other workforce management tool. ApprovalMax then pulls all sales invoices that have the "Awaiting Approval" status, including all relevant details, and starts the multi-step approval workflow.
Multi-step and multi-level authorisation
Next, approvers review the sales invoices and either approve or reject them. They can leave a comment (optional), request changes to be made and, in case of rejection, give a reason for their decision.
Approved sales invoices
When all approvals are in place, the sales invoice status changes to “Authorised” in Xero and the documents move to the “Approved” list.