How do I set up the "Pulling from Xero" step for Purchase Orders?

How do I set up the "Pulling from Xero" step for Purchase Orders?

You can configure ApprovalMax to retrieve all Purchase Orders in the "Submitted for approval" status from Xero and initiate the corresponding approval workflow.
Here's how you can enable the pulling of Purchase Orders with this status from Xero:
  1. In the main menu select your Organisation and open "Approval workflows" page under "Workflows and settings" section:

  2. Click on the Purchase Order workflow:
  3. Enable "Pulling from Xero":

  4. Click on the "Choose Requester" button under "Pulling from Xero" and select a user.
    When pulling Purchase Orders from Xero into ApprovalMax, all Purchase Orders will be created in the name of a specific user selected during the "Pulling from Xero" step. ApprovalMax does not have visibility into the exact details of who created each Purchase Order in Xero.

    To address this, we suggest selecting a generic email address, such as finance@yourcompany.com, during the "Pulling from Xero" step.
    By selecting a generic email address, the user associated with that address will be notified about key Purchase Order events such as approvals, rejections, and comments.

  5. Update/Activate the workflow to save the changes.

The same way you can select a person to pull Bills from Xero.

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