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

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

In order to do so, please go to the "Purchase Order Creation and Approval Workflow", click on the "Enable" button under "Pulling from Xero"

and select a user.






When finished, don't forget to update/activate the workflow.
All Purchase Orders pulled from Xero will be created in the name of this user.

Unfortunately, ApprovalMax does not know the details of who has created which Purchase Order in Xero, thus all Purchase Orders 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 Purchase Order events like approvals, rejections, comments.

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

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