Who gets notified about approvals, rejections and comments?
Who gets notified about approvals:
Please note: Approvers won't be notified about approvals made by other Approvers.
Who gets notified about comments:
Please note: the Approvers of later steps won't be notified about comments.
Please note: Approvers are not notified about rejections.
Who gets notified about rejections:
How do accountants get notified about Bill approvals?
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the person who ...
Why is the accountant not getting notified?
All Bills in the Bill approval workflow are created on behalf of a user called "Xero Requester". This user is notified about all key events: approvals, rejections, comments. A common reason for the Xero Requester to not get any notifications is that ...
When does an Organisation's Administrator get notified?
There are some cases where an Organisation's Administrator gets notified, irrespective of the notification settings under “My profile”: Rejection according to a safety catch An Organisation's Administrator will be notified if a request is ...
How can I set reminders of pending approvals?
In the mobile app, Approvers can set reminders so that they don't forget about approvals waiting for their decision. They will then receive a push notification according to their respective choice. This is how you set a reminder: Click on REMIND ME ...
I'm going on holiday. How can I set up Out of Office and delegate my approvals?
When you are going on holidays/sick leave you can set up Out of Office. The person set there is a delegate for yourself, who will take care of requests submitted for your approval while you're unavailable. Note: · It is not possible to loop ...