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How can cost items from Dext bypass the approval workflow in ApprovalMax? (QuickBooks Online)

Updated over 2 months ago

ApprovalMax supports publishing Expenses - such as Cash, Credit Cards, Cheques - from Dext to ApprovalMax and then initiates the approval process for them.​


If for some reason you want the approval process to be bypassed, just do not specify a Requester in the Receive from Dext Prepare section of the Expense Creation and Approval workflow. Alternatively, deactivate the Expense workflow.​

Then, transactions will bypass the approval workflow in ApprovalMax and get published directly to the connected QuickBooks Online Organisation as Expenses - provided the value Cash, Cheque or Credit Card has been selected as the Publish To destination:​


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The selected payment method should reference a valid item of the "Chart of accounts" (for example: “Cash on hands”, etc.):​



Publish your transaction in Dext, and find it as Expenses in QuickBooks Online afterwards:​


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