Dext Prepare integration
Can I connect a different Dext account to my ApprovalMax Organisation? (QuickBooks Online)
If your ApprovalMax Organisation is already connected to a Dext account and you want to change this connection to another Dext account, please follow the steps below: Log into the Dext account to which you want to make the new connection. Go to ...
How to add a Bank Account in QuickBooks Online and assign it to a Payment Method in Dext
You need to specify a valid Bank Account under the Payment Methods in Dext if you want your cost items to go through a predefined Expense Approval process in ApprovalMax. This is how it works: Create a Bank Account in QuickBooks Online (or make sure ...
Video: How to submit a Bill from Dext Prepare
ApprovalMax product walk-through: how to submit a Bill from Dext Prepare? https://youtu.be/herjbD0Rd9k You can also have a look at this article: How can I publish documents from Dext to ApprovalMax?
How to submit Expenses in Dext and approve them in ApprovalMax
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. The documents pushed from Dext ...
On behalf of which user are Expenses created that get pulled from Dext?
Unfortunately, ApprovalMax does not know who created the Bills that get pulled from Dext because all Bills that are created in ApprovalMax are in the same name as selected in the "Receive from Dext Prepare" step. Person specified in this section, as ...
How to publish multi-currency requests from Dext to ApprovalMax (QuickBooks Online)
If you want to publish requests in a currency that differs from your base (default) currency, you can add a Vendor with that foreign currency in QuickBooks Online. This lets you record transactions in the currency you actually use to pay this ...
Why does an item not appear in QuickBooks Online after it was submitted in Dext? (Dext-ApprovalMax-QuickBooks Online integration)
The most common reason for this is that the "Default Tax for Costs" in Dext has not been specified: If this setting is missing, QuickBooks Online will simply not accept items without tax.
How can I change the integration in Dext?
If you're having a problem with the ApprovalMax-Dext-QuickBooks-Online connection, the reason could be that you're integrated directly with QuickBooks Online. If this is the case, you need to change the integration in Dext. This is how it works: On ...
Can I use Product/Service instead of Category for pulling Bills from Dext to ApprovalMax?
No, unfortunately, Dext doesn't support Product/Service catalogues for any GL.
Can I edit Bills that Dext has published to ApprovalMax? (QuickBooks Online)
It is possible to make changes in not yet fully approved documents after they were published to ApprovalMax by Dext. This is how it works: In Dext, go to Costs -> Archive and click on the document that you want to adapt, then make your changes: Next, ...
How can cost items from Dext bypass the approval workflow in ApprovalMax? (QuickBooks Online)
ApprovalMax supports publishing Expenses such as Cash, Credit Cards, Check from Dext to ApprovalMax and initiating approval process for them. If for some reason you want the approval process to be bypassed, just do not specify a Requester in "Receive ...
On behalf of which user are Bills created that get pulled from Dext? (QuickBooks Online)
Unfortunately, ApprovalMax does not know who created the Bills that get pulled from Dext because all Bills that are created in ApprovalMax are in the same name as selected in the "Receive from Dext Prepare" step. By default, or if a User wasn't ...
Video: How to set up the connection between Dext, ApprovalMax and QuickBooks Online
ApprovalMax product walk-through: How to set up the connection between Dext and ApprovalMax How to set up the connection between Dext and ApprovalMax You can also refer to this article: How can I establish a connection between Dext, ApprovalMax and ...
How can I resubmit a rejected Bill that came via Dext?
If a Bill that Dext has published to ApprovalMax via the direct integration gets rejected, its Requester should amend, unarchive and publish it again to ApprovalMax.
How can I use Dext Expense Report in ApprovalMax?
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". An Expense Report is created as a bulk of "Costs" in Dext, each Cost item ...
Troubleshooting the connection between Dext and ApprovalMax
In case you experience the connection between Dext and ApprovalMax not working as expected, the information in this article can be helpful for you. You don't receive documents from Dext In ApprovalMax your trial organisation has expired In ...
How can I disconnect Dext from ApprovalMax? (QuickBooks Online)
To disconnect Dext from ApprovalMax you have to perform the disconnection in both Dext and ApprovalMax. You need to start with Dext though. Otherwise, if you cancel the connection to ApprovalMax first, you may experience failed push attempts in Dext. ...
How can I publish documents from Dext to ApprovalMax? (QuickBooks Online)
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 ...
How can I establish a connection between Dext, ApprovalMax and QuickBooks Online?
Integrating Dext with your ApprovalMax "Bill creation and approval" workflow enables Dext to push cost item directly to ApprovalMax. ApprovalMax will then run the predefined "Bill creation and approval" workflow for such bills and, after their final ...