On behalf of which user are Bills created that get pulled from Dext? (Xero)

On behalf of which user are Bills created that get pulled from Dext? (Xero)

Unfortunately, ApprovalMax does not know who created the Bills in Dext because all Bills pulled to ApprovalMax get created in the same name, as selected in the "Receive from Dext Prepare" step.




Therefore, we recommend to specify 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.

By default, or if a user wasn't specifically selected in "Receive from Dext Prepare" step,  the Requester from "Pull from Xero" step is selected.