Dext Prepare integration
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)
Transactions can bypass the approval workflow in ApprovalMax and get published directly to the connected QuickBooks Online Organisation as Expenses if the value “Cash”, “Check”, or “Credit Card” has been selected as the "Publish to" destination: The ...
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 - the account owner's. This means that the account owner, as the Requester, will be ...
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?
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 ...
Popular Articles
Roles in ApprovalMax
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
Budget management
We are currently working on a feature to allow checking Bills and Purchase Orders against the budgets that can be pulled from Xero. The Beta version is already available, so please contact us if you’d be interested in giving it a try. Once the ...
Support Policy
Within the trial or subscription period feel free to contact us and our Customer Support team will be happy to help you. When signing up for an ApprovalMax subscription, you automatically get access to our Standard Support service. Approved Partner ...
Can I approve QuickBooks Online Bills?
Yes. You can now create bills in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online on approval completion.
Approval conditions
In any approval step, there can be multiple Approvers. If this is the case, you can specify how such a request should be handled. For this, you can choose between two approval conditions: “All” and “Any of”. They determine how many of the Approvers ...