For this to work the bill would need to be raised into Xero with the status “pending approval”. Once a PO has been receipted and a bill is raised in Xero, if a further approval is required then ApprovalMax could be used. Tax Exclusive – This means that number that you put in for each of the line items (look at the picture below for what a line item is), does not include tax. So if you say that line item 1 should have 10% GST applied to it, it will calculate the GST after the subtotal. Then we need to apply the same standard headers to inform Xero of the organization, and the type of data we’re sending/receiving. Great, deploy your application and try out the dialog you just created.
In this chapter, we’re going to extend that application further by adding actions to enable the user to approve an invoice. Now you’ve tidied up the columns, do you want to display every invoice, or only the invoices which are awaiting approval? If you require the invoices only needing approval, go over to the getInvoices query, select the Params , create a new row with the name Statuses with the value DRAFT,SUBMITTED .
Part 5 – Making Purchases in 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.
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 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.
In the first argument, the code is executed when the request was successful, so we’ll display a notification to the user informing them of the successful action, and then refresh the getInvoices query. The second argument will execute on failure, in this https://bookkeeping-reviews.com/approving-invoices-to-xero-as-draft-or-awaiting/ case, display a notification to the user that an error has occurred and that they may want to try again. Finally we need to wire up the button on the table menu to the API action. Return to your page, select on the table and find your ‘Action’ column.
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.
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.
Detailed XERO integration guides
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 https://bookkeeping-reviews.com/ 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.
- Once a PO has been receipted and a bill is raised in Xero, if a further approval is required then ApprovalMax could be used.
- Introducing intent-based auto-layouts to help build responsive apps faster.
- There is no off-the-shelf integration with ApprovalMax to get multi-stage approvals and no workaround.
- The second argument will execute on failure, in this case, display a notification to the user that an error has occurred and that they may want to try again.