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.
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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 review The Review step is positioned before the Auto-approval step. As this makes it the first ...
Xero Bill Duplication Control
ApprovalMax identifies Bills that might potentially be duplicates and notifies Requesters, Reviewers and Approvers at every stage with a respective message to ensure their awareness. Requesters can consider this information before Bill submission, ...
Workarounds for Xero Expenses
If you're not using Xero Expenses, you can submit expenses as Xero Bills with these workarounds: 1. Submit each receipt as a Xero Bill instead of adding all of them to one Expense Report. This works perfectly well if you only have a few reimbursable ...
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 ...