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.
common reason for the Xero Requester to not get any notifications is that
the profile setup for him was not completed because he didn't accept an invitation. ApprovalMax only notifies users who were invited to the system and accepted the invitation.
Please follow these simple steps to fix the problem:
- Log out from ApprovalMax (assuming that you are logged in under your email address).
- Go to the ApprovalMax reset password page: https://app.approvalmax.com/#resetPassword
- Enter the Xero Requester's email address (say email@example.com) and click on "Reset".
- Go to the inbox (firstname.lastname@example.org in our case), click on the link and complete the profile setup.
that, email notifications will be sent to email@example.com. You can set the notification checkboxes in the Xero Requester's "My profile".
Who needs to have access to Xero?
The person who connects ApprovalMax to Xero needs full access to the Xero file. Approvers who approve Bills, Purchase Orders, and other documents don't need access to Xero in order to approve documents in ApprovalMax — this is one of the core ...
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