Skip to main content

How Line Item detection works for Xero Bills via ApprovalMax Capture

Learn how ApprovalMax Capture recognises and maps Line Items for Xero Bills.

Updated over 2 weeks ago

ApprovalMax supports automatic Line Item detection for Xero Bills uploaded via ApprovalMax Capture. This helps speed up data entry by recognising supplier product codes on invoices and automatically filling in the Item field for future uploads from the same Supplier.

This is how it works:

  • When you upload an invoice via ApprovalMax Capture, it reads the product codes from the Line Items on the invoice

  • The first time you upload an invoice from a Supplier, you’ll still need to select the correct items in ApprovalMax manually

  • Once that Bill is approved, ApprovalMax records a mapping between each Supplier’s product code and the selected Line Item

  • The next time you upload an invoice from the same Supplier with the same product codes, the Item field will be filled in automatically based on that mapping

Did this answer your question?