On behalf of which user are Bills created that get pulled from Dext? (Xero)
All Bills received from Dext will be picked up by ApprovalMax and put through the designated approval process.
When pulling Bills from Dext into ApprovalMax, all Bills will be created in the name of a specific user selected during the "Receive from Dext Prepare" step. ApprovalMax does not have visibility into the exact details of who created each Bill in Dext.
To address this, we suggest selecting a generic email address, such as
finance@yourcompany.com, during the "Receive from Dext Prepare" step.
By selecting a generic email address, the user associated with that address will be notified about key Bill events such as approvals, rejections, and comments.