How to pull Bills from Xero

It is possible to configure ApprovalMax in a way that it pulls all Bills in "Awaiting approval" status from Xero and starts the respective approval workflow for them.

In order to do so, please go to the "Bill Creation, Review, and Approval Workflow", click on the "Enable" button under "Pulling from Xero" and choose Requester.

When finished, don't forget to update/activate the workflow.
All Bills pulled from Xero will be created in the name of the user, selected as Requester.

Unfortunately, ApprovalMax does not know the details of who has created which Bill in Xero, thus all Bills are created in the name of a particular user selected in the "Pulling from Xero" step.

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

The same way you can select a person to pull POs from Xero.

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