Setting up the XERO Bills workflow
1. To add a new XERO account:
Settings ➠ Integration ➠ XERO ➠ New connection
To add a new XERO organization within one account:
Settings ➠ Integration ➠ XERO ➠ Add organization
2. Create new workflow ➠ Bill Approval
Form section ➠ XERO Bill
3.In Approvers section can switch on conditional rules (set additional approvers if the Bill amount is above the specified threshold)
XERO Bills integration: (step-by-step process)
When a new request is created a requestor has to choose the XERO account and organization
When creating the Bills Approval Request all the accounting data will come from your XERO account.
If you need to add a supplier or product/service, you should do that in your XERO account. Categories and taxes are also set up in XERO
Once a requestor sends the request for approval (‘SUBMIT’ button), the Bill will appear in your XERO account with the status ‘AWAITING APPROVAL’
4. If the Bill Approval Request is approved, the Bill will go from ‘AWAITING APPROVAL’ section to ‘Awaiting Payment’ section in your XERO account
If the Bill Approval Request request is rejected, the Bill will be deleted from the ‘AWAITING APPROVAL’ section in your XERO account.
In request details you can also see the link to the Bill in XERO
If you have any additional questions, contact us right away. If you are new to Approveit, try it now for free!