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How can I use Dext Expense reports in ApprovalMax for QuickBooks Online?

When Expense reports get published to ApprovalMax, they are considered to be Invoices (Bills); the supplier for Expense reports is generated as "[User Name] - Expense Report".
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An Expense report is created as a bulk of Costs in Dext; each Cost item creates a new line item in the body of the Expense report.
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This is how it works:

  • In Dext, tick the checkboxes next to the Bills you want to add to an Expense report and click on the button Add to Expense Report:
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  • Create a new Expense report, or select an existing one, and click on the Add button:
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  • After adding the Cost items (Bills) to the Expense report, go to the Expense Report tab in Dext and click on Publish:
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  • This is what it will then look like in ApprovalMax:
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    Each Cost item creates a new line item in the body of the Expense report.
    In the corresponding PDF file, you'll find links to each of the Cost items in Dext.
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  • Once the Expense report has been published to ApprovalMax, the Vendor is created and can be selected in the matrix for the manager who approves employee expenses:
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