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:
Only the type “Invoice” allows you to set a Bill number and a due date. In all other cases, Dext will generate a Bill number automatically and set the Bill date as the due date.
All documents pushed from Dext to ApprovalMax that have the type "Bill" selected as the Publish To destination will go through the predefined Bill Creation and Approval workflow:
Once a Bill has been fully approved in ApprovalMax, it is pushed to QuickBooks Online. The original file as well as an audit report will be attached to the Bill that’s created in QuickBooks Online:
Please note: Expense reports that get published to ApprovalMax are considered to be Bills; the Supplier for Expense reports is generated as "[User Name] - Expense report".