How do I set up the "Pulling from Xero" step for Bills?

All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process.

When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user selected during the "Pulling from Xero" step. ApprovalMax does not have visibility into the exact details of who created each Bill in Xero.

To address this, we suggest selecting a generic email address, such as finance@yourcompany.com, during the "Pulling from Xero" 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.

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