You can configure ApprovalMax to retrieve all Bills in the Submitted For Approval status from Xero and initiate the corresponding approval workflow.
Here's how you enable the pulling of Bills with this status from Xero:
In the main menu, select your Organisation and go to Approval workflows under Workflows and settings.
Open the Bill workflow.
Click on the Select a Requester button under "Pulling from Xero" and select a user.
When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user selected while setting up the Pulling from Xero step. ApprovalMax does not have visibility into the exact details of who created each Bill in Xero.
To address this, we suggest selecting a generic email address, such as [email protected], when setting up the Pulling from Xero step.
By selecting a generic email address, the user associated with that address will be notified about key Bills events such as approvals, rejections and comments.