Can Account Codes be hidden from Approvers?
don't want Approvers to see where an expense gets allocated to because you don’t
want to confuse them, you can use the following solution:
- Account Codes can be set as optional in the Requester matrix.
- Then, Requesters don't need to specify an Account during Purchase Order creation.
- So, Approvers won't see which Account is relevant here when they make their approval decision.
- After the final approval, the responsible person in Xero can add the correct Account.
Any Changes will be synced to ApprovalMax.
Why are my Xero account codes/tracking categories not reflected in Dext?
If the direct integration between Dext - ApprovalMax - Xero is activated, Dext pulls data such as tracking categories, account codes, suppliers, etc. from ApprovalMax every 24 hours. When you create a new tracking category/account/supplier/tax... in ...
How to add a bank account in Xero and assign it to a payment method in Dext
You need to specify a bank account under "Payment methods" in Dext if you want to bypass the approval process and publish transactions directly to a bank account in Xero, or you want your cost items to go through a predefined approval process in ...
How can I restrict Approvers from changing Approvers on the fly? (QuickBooks Online)
If you want to restrict Approvers from changing or adding Approvers in the request itself, please contact the Customer Success team. We will then enable a special feature for your Organisation, which prevents that Approvers can make such changes.
Business account roles
The account owner is a registered person who created an account. They can apply for Partner status, have access to the Partner Portal and Practice staff, invite users and assign their role, send out invitations to certifications, add ...
How to prevent Xero Approvers from editing Bills
If you don't have Approvers who can amend Bills in ApprovalMax and don't want to activate this option either, just do not set the Reviewer matrix. This means: don't add any Approvers of the first step to the Reviewer matrix in the "Bill creation, ...