Any cost item captured with Dext can be published to ApprovalMax if it is set as:
Receipt
ATM
Other
Invoice
Statement
Delivery note
Mileage
However, cost items of the "Credit Note/Refund" type are currently not supported.
Please note: Only the type "Invoice" allows you to set the Bill number and a due date. In all other cases, Dext will generate the Bill number automatically and set the Bill date as the due date.
To publish documents from Dext to ApprovalMax:
The documents pushed from Dext to ApprovalMax will only go through the predefined Bill workflow if the value "Invoice" is selected as the Publish To destination:
If no bank account was specified in Payment Methods, Bills fully approved in ApprovalMax get pushed to Xero in the status Awaiting Payment. The original file as well as an audit report will be attached to the Bill that’s created in Xero.
After their final approval in ApprovalMax, cost items submitted as Paid are published to Xero in the status Paid. The related payment is generated against the bank account selected in Dext as the Payment Method:
Please note: If you select a valid Payment Method, the Bill created in Xero upon the final approval in ApprovalMax will have the status Paid even if the flag Paid was not set.
Expense reports that get published to ApprovalMax are considered to be Invoices (Bills); the Supplier for Expense reports is generated as "[User Name] - Expense report".