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How can I publish Bills as Paid to Xero after their approval in ApprovalMax?

Updated over 2 months ago

This is how you publish Dext cost items as Paid Bills to Xero after their approval in ApprovalMax

  • Select "Invoice" as the Publish To destination (Manage ->Connections ->Integrations):



  • Select a Payment Method with a stored Bank Account (Lists ->Payment methods):

Please note: If you select a valid Payment Method, it will result in a Paid Bill being created once the final approval for the request has been collected in ApprovalMax even if the status Paid has not been set.

  • This is how your cost item should look in Dext:

  • This is how such published cost items look in ApprovalMax:


  • Once all approvals have been collected in ApprovalMax, the Bill will be published to Xero as Paid:





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