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

Updated over 2 months ago

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

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


  • Select a Payment Method with no stored Bank Account (Lists ->Payment methods):


  • 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 Awaiting Payment:



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