Can I connect a different Dext account to my ApprovalMax Organisation? (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 Connections > Integrations and connect to ApprovalMax for Xero. Click on the Connect Software button: Select the ApprovalMax Organisation you want to connect to and click on the ALLOW ACCESS button: As a result, the new Dext account will be connected to your ApprovalMax Organisation: Important note: the integration with the previously connected Dext account should be active in ApprovalMax at the time of connecting to a new Dext account. Do not disconnect your ApprovalMax Organisation from the old Dext account before changing its connection to a new one in Dext. Otherwise, if you click on the Reconnect button in ApprovalMax after the connection to a new Dext account has been performed, it will trigger the reconnection to the old Dext account:
Can I reconnect to a different Xero organisation?
When connected to your accounting system, the ApprovalMax Organisation establishes a one-to-one relationship with its connected organisation in Xero. Once the connection with a particular organisation has been activated, it is not possible to ...
How can I change the integration in Dext? (Xero)
If you're having a problem with the ApprovalMax-Dext-Xero connection, the reason could be that you're integrated directly with Xero. If this is the case, you need to change the integration in Dext. This is how it works: On the Integrations page in ...
How can I establish a connection between Dext, ApprovalMax and Xero?
Integrating Dext with your ApprovalMax "Bill review and approval" workflow enables Dext to push cost items directly to ApprovalMax. ApprovalMax will then run the predefined "Bill review and approval" workflow for such Bills and, after their final ...
How can I approve Xero Bills pulled from Dext?
It’s just as easy to set up approval workflows for Bills pulled from Dext or another OCR solution. Once invoices have been pushed from Dext to Xero, they can be approved in ApprovalMax. You can implement multi-step approval workflows based on ...
How can I connect ApprovalMax to Xero?
This is how you connect ApprovalMax to Xero: Under the main menu select your ApprovalMax Organisation, and open "Workflows and settings" >"Approval workflows". Click on the button "Connect" next to Approval workflows for Xero. Authorise ApprovalMax ...