ApprovalMax Integration for Dext
How can I use Dext Expense reports in ApprovalMax?
Xero 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 ...
Video: How to submit a Bill from Dext Prepare
ApprovalMax product walk-through: How to submit a Bill from Dext Prepare Please also refer to this article: How can I publish documents from Dext Prepare to ApprovalMax?
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 resubmit a rejected request that came via Dext?
If a request (eg. Bill, Expense) that Dext has published to ApprovalMax via the direct integration with Xero or QuickBooks Online, gets rejected, its Requester should amend, unarchive and publish it again to ApprovalMax.
How can I change the integration in Dext?
If you're having a problem with the connection between ApprovalMax, Dext and Xero - or between ApprovalMax, Dext and QuickBooks Online - the reason could be that you're integrated directly with Dext. If this is the case, you need to change the ...
Resolving Connection Issues Between Dext and ApprovalMax
Xero These are possible reasons why the connection between Dext and ApprovalMax is not working as expected and you don't receive any documents from Dext: In ApprovalMax, your trial Organisation has expired In ApprovalMax, the subscription for your ...
How can I disconnect Dext from ApprovalMax?
Disconnecting Dext from ApprovalMax is a two-step process - you’ll need to perform the disconnection in both Dext and ApprovalMax. It's best to start with Dext. Otherwise, if you cancel the connection in ApprovalMax first, you may experience failed ...
How to edit Dext Bills in ApprovalMax
Xero Bills can be edited by Reviewers that have been added in the Review step. Approvers with editing permission can amend Bills that were published to ApprovalMax by Dext: QuickBooks Online It is possible to make changes in not yet fully approved ...
How to link a different Dext account to ApprovalMax
Xero 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 ...
Does the Dext-ApprovalMax integration work with other accounting systems?
Unfortunately, the integration with Dext currently only works with the two accounting systems QuickBooks Online and Xero. See here what integrations ApprovalMax does support.
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