ApprovalMax supports automatic Line Item detection for Xero Purchase Orders, Bills, Sales Invoices and AP Credit Notes uploaded via ApprovalMax Capture. This speeds 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 a document via ApprovalMax Capture, it reads the product codes from the Line Items on the Purchase Order, invoice or credit note
The first time you upload a document from a Supplier, you’ll still need to select the correct items in ApprovalMax manually
Once that request is approved, ApprovalMax records a mapping between each Supplier’s product code and the selected Line Item
The next time you upload a Purchase Order, invoice or credit note from the same Supplier with the same product codes, the Item field will be filled in automatically based on that mapping: