Does ApprovalMax support Xero Expenses?
We currently do not support Xero Expenses as Xero has not released an API yet.
However, setting up suppliers for employees works perfectly in this respect. The option of Xero Bill creation in ApprovalMax should provide a rather good flow for employee expenses. Here is how Dext Expense Reports can be used in 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 ...
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
Xero Bill duplication control
ApprovalMax supports the identification of possible duplicate Bills and notifies Requesters and Approvers at every stage with a message to ensure their awareness. Requesters can consider this after creating the Bill, while Approvers can keep it in ...
How do accountants get notified about Bill approvals? (Xero)
It is possible to configure ApprovalMax to make sure that notifications about the most important events regarding a Bill are sent to a particular email address. Unfortunately, it is not possible to configure ApprovalMax in a way that the person who ...
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 ...