ApprovalMax

Download an attachment file from an ApprovalMax approval request

Upload a file attachment to an ApprovalMax approval request

Permanently delete an attachment from an ApprovalMax approval request (irreversible)

Download an attachment file from a comment on an ApprovalMax approval request

Retrieve all ApprovalMax companies (organisations) accessible to the authenticated user

Retrieve NetSuite vendor bills with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single NetSuite vendor bill by its request ID, including line items, attachments, and comments

Retrieve NetSuite purchase orders with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single NetSuite purchase order by its request ID, including line items, attachments, and comments

Retrieve NetSuite expense reports with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single NetSuite expense report by its request ID, including line items, attachments, and comments

Retrieve NetSuite sales orders with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single NetSuite sales order by its request ID, including line items, attachments, and comments

Retrieve NetSuite invoices with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single NetSuite invoice by its request ID, including line items, attachments, and comments

Retrieve NetSuite bill payments with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single NetSuite bill payment by its request ID, including full payment details and comments

Retrieve NetSuite journal entries with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single NetSuite journal entry by its request ID, including debit/credit lines and comments

Retrieve NetSuite item receipts with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single NetSuite item receipt by its request ID, including line items, attachments, and comments

Retrieve QuickBooks Online bills with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single QuickBooks Online bill by its request ID, including line items, attachments, and comments

Retrieve QuickBooks Online purchase orders with optional filtering by reference, status, and date ranges. Supports pagin…

Retrieve a single QuickBooks Online purchase order by its request ID, including line items, attachments, and comments

Retrieve QuickBooks Online expenses with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single QuickBooks Online expense by its request ID, including line items, attachments, and comments

Retrieve standalone documents with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single standalone document by its request ID, including details, attachments, and comments

Create a draft standalone document in ApprovalMax that can then be submitted for approval

Edit an existing standalone document in ApprovalMax (requires currentVersion for concurrency control)

Retrieve the supported currency codes for standalone documents in an ApprovalMax company

Retrieve the approval workflows available for standalone documents in an ApprovalMax company

Submit a draft standalone document to trigger the configured approval workflow

Mark an approved Xero purchase order as billed to close it for matching

Retrieve all user profiles (members and participants) for an ApprovalMax company

Retrieve a single user profile by user ID within an ApprovalMax company

Retrieve Xero bills with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single Xero bill by its request ID, including line items, attachments, and comments

Retrieve Xero purchase orders with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single Xero purchase order by its request ID, including line items, attachments, and comments

Retrieve Xero batch payments with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single Xero batch payment by its request ID, including full payment details and comments

Retrieve Xero credit notes with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single Xero credit note by its request ID, including line items, attachments, and comments

Retrieve Xero sales invoices with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single Xero sales invoice by its request ID, including line items, attachments, and comments

Retrieve Xero quotes with optional filtering by reference, status, and date ranges. Supports pagination.

Retrieve a single Xero quote by its request ID, including line items, attachments, and comments

Create a draft Xero quote in ApprovalMax

Edit an existing Xero quote in ApprovalMax (requires currentVersion for concurrency control)

Retrieve the Xero chart of accounts for use as accountId values in document line items

Retrieve Xero branding themes for use as brandingThemeId values in documents

Retrieve Xero contacts (suppliers and customers) for use as contactId values in documents. Supports pagination and filte…

Retrieve Xero currencies configured for the company, for use as currency values in documents

Retrieve Xero items (products and services) for use as itemId values in document line items. Supports pagination and fil…

Retrieve Xero tax rates for use as taxCode values in document line items

Retrieve Xero tracking categories and their options for line item tracking assignments

Create a draft Xero bill in ApprovalMax

Edit an existing Xero bill in ApprovalMax (requires currentVersion for concurrency control)

Create a draft Xero purchase order in ApprovalMax that can then be submitted for approval

Edit an existing Xero purchase order in ApprovalMax (requires currentVersion for concurrency control)

Create a draft Xero sales invoice in ApprovalMax

Edit an existing Xero sales invoice in ApprovalMax (requires currentVersion for concurrency control)