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.
In the main menu, select your Organisation and go to Approval workflows under Workflows and settings:
Open the AR Credit Note workflow:
Click on Choose Requester in the Pulling from Xero section and select a user.
When pulling AR Credit Notes from Xero into ApprovalMax, all AR Credit Notes will be created in the name of the user selected when setting up the Pulling from Xero step. ApprovalMax does not know the exact details of who created which AR Credit Note in Xero.
To address this, we suggest selecting a generic email address, such as [email protected] while setting up the Pulling from Xero step. This way, the user(s) associated with that address will be notified about key AR Credit Note events such as approvals, rejections and comments.
Set up your approval workflow and click on ACTIVATE THE WORKFLOW in the upper right-hand corner: