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.

For setting up the step "Pull from Xero" for Sales Invoices, navigate to the main menu  and open the page "Approval workflows". Click on the "Sales Invoice 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 Sales Invoice in Xero because all Sales Invoices are created in the same name, as specified in the "Pull from Xero" step.

Therefore, we recommend to set a generic email address at that point, such as finance@yourcompany.com. This user will be notified about key events like approvals, rejections, comments.

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