How do I set up the "Pulling from Xero" step for AR Credit Notes?

How do I set up the "Pulling from Xero" step for AR Credit Notes?

All AR Credit Notes in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process.
  1. In the main menu select your Organisation and open "Approval workflows" page under "Workflows and settings" section:


  2. Click on the AR Credit Note workflow:

  3. Click on the "Choose Requester" button under "Pulling from Xero" and select a user.
    When pulling AR Credit Notes from Xero into ApprovalMax, all AR Credit Notes 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 AR Credit Note 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 AR Credit Notes events such as approvals, rejections, and comments.

  4. Set up your approval workflow and activate it by clicking on the "ACTIVATE WORKFLOW" button in the upper right-hand corner.
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