How do accountants get notified about Bill approvals?
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address.
Unfortunately, it is not possible to configure ApprovalMax in a way that the person who created the Bill in Xero is getting notified.
Notifications about the following events can be sent:
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
How does the approval of Xero Bills work?
ApprovalMax enables multi-step approval workflows for Xero Bills. This is how it works: Bills are created and submitted for approval in Xero, ApprovalMax or Receipt Bank. ApprovalMax pulls these Bills including all relevant details and starts the ...
On behalf of which user are Bills created that get pulled from Dext? (Xero)
Unfortunately, ApprovalMax does not know who created the Bills in Dext because all Bills pulled to ApprovalMax get created in the same name, as selected in the "Receive from Dext Prepare" step. Therefore, we recommend to specify a generic email ...
Who needs to have access to Xero?
The person who connects ApprovalMax to Xero needs full access to the Xero file. Approvers who approve Bills, Purchase Orders, and other documents don't need access to Xero in order to approve documents in ApprovalMax — this is one of the core ...
Why is the accountant not getting notified?
All Bills in the Bill approval workflow are created on behalf of a user called "Xero Requester". This user is notified about all key events: approvals, rejections, comments. A common reason for the Xero Requester to not get any notifications is that ...