How do I set up the "Pulling from Xero" step for AR Credit Notes?
All Credit Notes in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process.
For setting up the step "Pulling from Xero" for Credit Notes, navigate to the main menu , select your Organisation and open "Approval workflows" page under "Workflows and settings" section. Click on the "AR Credit Note approval" workflow and then on "Choose Requester", which you'll find below "Pulling from Xero":
Set up your approval workflow and activate it by clicking on the "ACTIVATE WORKFLOW" button in the upper right-hand corner.
Please note: ApprovalMax does not know the details of who created which Credit Note in Xero because all Credit Notes are created in the same name, as specified in the "Pulling from Xero" step. Therefore, we recommend to set a generic email address at that point, such as firstname.lastname@example.org. This user will be notified about key Credit Note events like approvals, rejections, comments.