Why is the accountant not getting notified?

Why is the accountant not getting notified?

All Bills pulled to ApprovalMax from Xero 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 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 bills@mycompany.com) and click on "Reset".
  • Go to the inbox (bills@mycompany.com in our case), click on the link and complete the profile setup.
  • After that, email notifications will be sent to bills@mycompany.com. You can set the notification checkboxes in the Xero Requester's "My profile".

    • Related Articles

    • How do accountants get notified about Bill approvals? (Xero)

      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 ...

    • Xero Getting Started Guide

      ApprovalMax extends the online accounting platform Xero with approval-driven financial controls for Accounts Payable and Accounts Receivable. It replaces paper- and email-based approvals with fully automated multirole and multitiered approval ...

    • Batch Payment approval process: who will be notified, and when?

      Requesters are notified about approvals and rejections Approvers are notified when their decision is required

    • Will I receive a notification on the approval of a Draft Purchase Order/Bill in Xero?

      ApprovalMax tracks documents that were created and then approved directly in Xero, without going through the appropriate approval workflow in ApprovalMax. Organisation's Administrators are notified about such approvals, as they could potentially be a ...

    • How can I approve Xero Bills pulled from Dext?

      It’s just as easy to set up approval workflows for Bills pulled from Dext or another OCR solution. Once invoices have been pushed from Dext to Xero, they can be approved in ApprovalMax. You can implement multi-step approval workflows based on ...