Prerequisites
For any transactions to be sent from Xero to Approval Donkey the integration between these apps must be set-up first.
To learn how to set-up this integration see the guide: Setting up Xero Integration
General Points
The integration with Xero and Approval Donkey only handles approvals for Invoices, Bills, Purchase Orders and Credit Notes that you ‘Save and Submit for approval’
These transactions will be sitting in your ‘Awaiting Approval’ folder in Xero and are automatically pulled into Approval Donkey and routed to your approvers (Panels)
Approval Donkey calls Xero every 5 mins and pulls any transactions in the ‘Awaiting Approval’ folder
Once approved any transactions in Xero automatically move from the ‘Awaiting Approval’ folder to the ‘Awaiting Payment’ folder
Step by Step - Overview
Note: This overview only shows you the behavior of a Xero to Approval Donkey and back to Xero integration, for details on how to set this integration up please refer to the Xero Set-up guide.
Login to your integrated Xero organisation
Create a Xero transaction (Invoice, Bill, Purchase Order or Credit Note)
Note: Only Bill example shown.
Complete the transaction details and ‘Save & submit for approval’ this will automatically route this transaction to Approval Donkey and the Panel you have mapped for the integration.
Xero transactions will automatically appear in your Approval Donkey Dashboard with a ‘Pending’status.
Panel members will also be automatically emailed an Approval Request and can Approve or Decline the request directly from email.
Any ‘Pending’ transactions in Approval Donkey will be in the ‘Awaiting Approval’ folder in Xero.
When all required approvers have approve a transaction on Approval Donkey the status changes to ‘Approved’.
Any ‘Approved’ transactions in Approval Donkey will automatically shift transactions to the ‘Awaiting Payment’ folder in Xero.
The History & Notes section in Xero is automatically updated in Xero and time stamped.
Tracking and history is always available from Approval Donkey.
