When Bills are pulled into ApprovalMax from Xero, QuickBooks Online or NetSuite, they are created on behalf of a system user called a Requester.
These users will receive notifications about key events such as approvals, rejections, and comments.
If they're not notified, it's usually because their user profile setup was not completed - they were invited but never accepted the invitation to ApprovalMax.
This is how you enable notifications for Requesters with an incomplete user profile:
Log out of ApprovalMax if you are currently logged in under your own email address.
Go to the ApprovalMax Reset Password page.
Enter the Requester's email address (for example,
[email protected]) and click on Reset.Check the inbox of the Requester's email address and follow the link to complete the profile setup.
Once completed, notifications will start being sent to the Requester's email address.
You can also configure your preferences by enabling the relevant notification options in the Requester's My Profile settings:
Please note: ApprovalMax only sends notifications to users who have been properly invited and who accepted their invitation to complete the profile setup.
Please note: If the Requester's profile is incomplete, they will not receive any system notifications even if they appear in workflows.