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 from Dext Prepare" section of Expense Creation and Approval workflow OR deactivate Expense workflow.
In this case, transactions will bypass the approval workflow in ApprovalMax and get published directly to the connected QuickBooks Online Organisation as Expenses if the value “Cash”, “Check”, or “Credit Card” has been selected as the "Publish to" destination:
The selected “Payment method” should reference a valid item of the "Chart of accounts" (for example: “Cash on hands”, etc.):
Publish your transaction in Dext, and find it as Expenses in QuickBooks Online afterwards:
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