How to set up notifications about Bill approvals

How to set up notifications about Bill approvals

It is possible to configure ApprovalMax in a way that notifications about the most important events regarding Bills are sent to a particular email address.

Pulling Bills from Xero:
Unfortunately, it is not possible to configure ApprovalMax so that it notifies the actual person who created a particular Bill in Xero (because Xero doesn't share via the API who has raised the Bills). In fact, only the one user who was specified in the first step "Pulling from Xero" in the Bill workflow will receive notifications.
In order to select the email address where notifications are to be sent, please open the Bill workflow and select a user in the "Pulling from Xero" step.

Creating Bills in ApprovalMax:
Requesters can turn on instant notifications in "My Profile" under their avatar:



Pulling Bills via the direct integration with Dext Prepare:
Unfortunately, it is not possible to configure ApprovalMax so that it notifies the actual person who created a particular Bill in Dext. Only the one user who was specified in the Receive from Dext Prepare section of the Bill workflow will receive notifications.

Notifications about the following events will be sent:
  • Approvals
  • Rejections
  • Comments

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