Can I pull my Expenses from Dext and run them through the predefined approval workflow?

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• Can I pull Expenses from QuickBooks Online to ApprovalMax?

  Yes, ApprovalMax supports pulling of existing Expenses from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Expense requests directly in ApprovalMax or pull them from Dext, run ...

• 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 ...

• 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 ...

• What is the "Fraud detection — bypassing the approval workflow" feature?

  ApprovalMax allows the proper tracking of documents that were created and then approved directly in Xero, without going through the appropriate approval workflow in ApprovalMax. Administrators of an Organisation are notified about such activities, as ...

• 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 ...