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How to add a Bank Account in Xero and assign it to a Payment Method in Dext

Updated over a month ago

You need to specify a bank account under Payment Methods in Dext if you want your cost items to go through a predefined approval process in ApprovalMax and get published as Paid in Xero once approved.

This is how it works:

  • Create a Bank Account in Xero (or make sure you have one):

  • Find your account in the Chart of Accounts in Xero, click on it and assign the account code for this Bank Account:


  • Sync the data to ApprovalMax:

  • Synchronise the data to Dext by overwriting the integration (change the integration and select the same one from the Integrations page):

  • Now, the Bank Account should become visible so that you can assign it to a Payment Method. To do so, open Payment Methods in Dext, add a new one or assign your Xero Bank Account to an existing one:




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