New Functionality - +And Conditions for Xero

Along with being able to set Conditional Fields for our Xero integration you can now extend this functionality to include +And conditions. This lets you set up multiple rules for the same transaction.

In the below example any Bills over a total value of $200 '+And' with the Line Item Tracking Option of GL will go to the Management Panel as an approval request. Any transactions that do not meet 'both' conditions will not be sent to any Panel for approval.

You can add as many +And conditions as you like simply by selecting it from the top of the Panel drop down. This will add a separate line item each time. If you use our Xero integration and have been waiting for this feature then its ready for you to start using now.

AD Update – Declined Xero Transactions

When transactions are declined in Approval Donkey what happens now with our updated integration is that Approval Donkey will automatically move transactions from the ‘Awaiting Approval’ folder in Xero to the ‘Drafts’ folder.

From the drafts folder declined transactions can ‘Re-submitted for approval’ and they will be automatically routed to Approval Donkey and re-submitted to the appropriate approval workflow.

The resubmitted transaction will re-appear in Approval Donkey as a new ‘Pending’ request. The same workflow rules apply and if the request is approved it will shift from the ‘Awaiting Approval’ folder in Xero to the ‘Awaiting Payment’ folder.

Please note:

When Purchase Orders are declined in Approval Donkey they are not shifted to the ‘Drafts; folder in Xero and will remain in the ‘Awaiting Approval’ folder. This is because this functionality is not currently supported by the Xero integration (API).

AD Update – Xero Attachments

Now when you have additional attachments added to a transaction that’s submitted for approval in Xero, Approval Donkey will bring them through via the integration along with all the other information.

This means you will have all the information required to make an effective business decision available in the one place. This functionality is available right now to try for yourself.

Xero attachment in Approval Donkey