How do I set up the Pull from Xero step for Sales Invoices?
All Sales Invoices in Xero with the status Submitted For Approval will be picked up by ApprovalMax and put through the designated approval process.
This is how you set up the Pulling from Xero step:
- In the main menu, select your Organisation and open Approval workflows under Workflows and settings:
- Click on Sales Invoice workflow:
- Click on the Choose Requester button in the Pulling from Xero step and select a user.
When pulling Sales Invoices from Xero into ApprovalMax, all Sales Invoices will be created in the name of the specific user selected during the Pulling from Xero step's setup.
ApprovalMax is not aware of the exact details about who created each of the Sales Invoices in Xero. To address this, we suggest adding a generic email address, such as finance@yourcompany.com, when setting up the Pulling from Xero step. This way, users associated with that address will be notified about key Sales Invoice events such as approvals, rejections and comments. - Set up your approval workflow and activate it by clicking on ACTIVATE THE WORKFLOW in the upper right-hand corner:
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