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

How do I set up the "Pull 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.

Unfortunately, ApprovalMax does not know the details of who has created which Bill in Xero because all Bills are created in the same name, which was selected in the "Pull from Xero" 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.
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