Once you re-run the query you will find that the table will show only the invoices which require approval. All bills and invoices undergo a sequential approval process before they appear in the „Awaiting payment“ section. Only fully approved purchase orders appear in the „Approved“ tab. Now, let’s make the dialog open when we click the menu option, go back to your main table widget on the page and find the menu column you just created. Go to the ‘View Line Items’ menu option, under the onItemClick menu option, select Show modal and then click on the dialog you created (e.g lineItemsDialog). The item will land pre-approved in the awaiting payment area, the next step is payment or reconciliation.
- Unlike AutoEntry, Receipt Bank has no date tolerance threshold for bills (forwards or backwards).
- All bills and invoices undergo a sequential approval process before they appear in the „Awaiting payment“ section.
- To re-publish the item from your Inbox, click the green Publish button next to the item.
- Whilst selecting the table, on the right hand side, go to the bottom of the ‘Columns’ list and click on ‘Add a New Column’.
Introducing intent-based auto-layouts to help build responsive apps faster. The option for Submitted is equivalent to the Awaiting Approval setting in Xero.
Sending Payable invoices to Xero Awaiting Approval
To re-publish the item from your Inbox, click the green Publish button next to the item. It is only activated once a publish attempt is initiated as opposed to when the item is in the inbox. It doesn’t matter if the currency of the cost line is different to currency of the overall PO. Provided multi-currency is enabled the currency of the cost line will be the currency of the bill in Xero. Then, click on the “Save and Re-Authorize” button to reauthorize with Xero with the additional permissions enabled.
Within the Lentune settings, you can choose which Xero status you would like Lentune to apply to processed invoices. AutoEntry provides the option to set an invoice date threshold for the duplicate check. However this is a forward-looking threshold, so will only work if the bill date in Xero is after the actual invoice date (i.e. goods are receipted in Unleashed at a date after the invoice date). If each line relates to a different supplier then a separate bill will be sent to Xero for each purchase cost line on the Unleashed PO. Next, click on the ‘Body’ tab, select the ‘JSON’ switch and paste the below JSON body. This will provide Xero with the fields which we’re changing, in our case, the status of the invoice.
Approveit & Xero: How it works?
Receipt Bank has a feature called Paperwork Match that supports this (although Receipt Bank’s documentation points to this being for payments rather than bills). Sometimes you will need to refresh your Receipt Bank connection for this to work. This is where Unleashed’s tracking category integration with Xero can be useful. For example if you wanted to have a different approval workflow for a different warehouse or product group. Then, click on the ‘Settings’ tab and enable ‘Request confirmation before running API’ – this will prevent accidental approval of invoices, by confirming with the user before committing to the action.
- Go to the ‘View Line Items’ menu option, under the onItemClick menu option, select Show modal and then click on the dialog you created (e.g lineItemsDialog).
- For this to work the bill would need to be raised into Xero with the status “pending approval”.
- The purchase invoice date must be an exact match to the bill date in Xero.
Simply remove this tag to allow them to be republished by following the steps below. Unlike AutoEntry, Receipt Bank has no date tolerance threshold for bills (forwards or backwards). The purchase invoice date must be an exact match to the bill date in Xero. It is possible to override the defaults for sales and cost of goods sold within the settings for an individual product in Unleashed, but no defaults are available at a supplier level.
Complete approval automation for Xero
PO’s can be approved in Unleashed by there is no multi-stage approval workflow. Anyone with the user permission ‘approver’ can approve a PO. There is no off-the-shelf integration with ApprovalMax to get multi-stage approvals and no workaround. When you first integrate with Xero you need to select the default accounts for sales, cost of goods sold, and stock so that Unleashed has a default to post transactions to. At the time of writing the only 2 apps that you can use with Unleashed for this are AutoEntry and Receipt Bank. When the user clicks on the menu button, it will run the approveInvoice query.
Whilst selecting the table, on the right hand side, go to the bottom of the ‘Columns’ list and click on ‘Add a New Column’. Then, under the ‘Column Type’ menu, select the item ‘Menu Button’. The item will land in the draft folder in Xero and the next step is approving the draft.
If everything has gone to plan, you should be able to deploy the application, click on the menu and approve an invoice on the table. If you’re following from the previous chapter, when you bind an array of objects to a table, it will by default, display every field from the objects in the array. So let’s clean this table by hiding the columns we no longer need.
Does approving an invoice in Xero send it?
If the invoice opens in classic invoicing, click Switch to new invoicing at the bottom of the invoice. Click Approve & email, or click the arrow next to Approve & email and select: Approve to only approve the invoice. You can go back to the invoice at a later date to send or print it.
Invoicing in Xero is easy and can be easily automated with software if you’re an online company. Actually, a fellow who I helped with bank reconciliations, used a piece of software he bought to automate all the invoicing in Xero from https://bookkeeping-reviews.com/approving-invoices-to-xero-as-draft-or-awaiting/ an ebay store that he owned. It meant he didn’t have to do any data entry for invoicing but rather, checked in to see how his sales were going. Comment below if you need a list of software that can be used to automate your invoicing.
The item already exists in Xero with status different from ‘DRAFT’!
In the ‘Edit’ mode, click on the table on the page, and under ‘Columns’ press the button on the far right to hide columns you don’t need. This allows you to choose if you wish to have a further approval process in Xero before invoices are paid. Once you have selected your items click the Unarchive button at the top of the screen. For these to work the bill in Xero can have any status, but the bill dates must be an exact match or the Xero bill must be dated after the actual invoice date. You need to make sure that the tracking categories are created in Xero for this to work, Unleashed won’t create them for you.
To update settings for the required approval status
It’s possible to map specific areas of unleashed to Xero tracking categories. There is only 1 choice of stock account available, but detailed stock valuation reports can be viewed in Unleashed so this is not a problem. Tax Inclusive – This means that https://bookkeeping-reviews.com/ the number you put in for each of the line items with include whatever tax rate is there. So your subtotal with be the amount that includes the tax within it. The “tax” amount is just showing how much tax was included in the subtotal amount.