You can configure ApprovalMax to retrieve all Purchase Orders in the Submitted For Approval status from Xero and initiate the corresponding approval workflow.
Here's how you enable the pulling of Purchase Orders with this status from Xero:
In the main menu, select your Organisation and go to Approval workflows under Workflows and settings. Open the Purchase Order workflow.
Click on the Choose a Requester button under Pulling from Xero and select a user.
Purchase Orders that are pulled from Xero into ApprovalMax will be created in the name of the user who was specified during the setup of the Pulling from Xero step. ApprovalMax has no exact details of who created each Purchase Order in Xero. We therefore suggest to select a generic email address here – like finance@yourcompany.com
This ensures that the user associated with that address will be notified about key Purchase Order events such as approvals, rejections and comments.Update/activate the workflow to save the changes.
In the same way you can specify a person for the Pulling Bills from Xero function.