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.
If this is the case, you need to change the integration in Dext.
This is how it works:
- On the Integrations page in Dext, click on "Change":
- Select "ApprovalMax for Xero":
- If required, log into your ApprovalMax account and click on "Connect to ApprovalMax for Xero".
- Select a valid Organisation with an active Xero connection and click "ALLOW ACCESS".
- Once the connection has been established, all relevant Xero information will be synced to your Dext account, and you'll be able to select the respective values in the drop-down fields.
Related Articles
Does the Dext-ApprovalMax integration work with other accounting systems?
Unfortunately, currently, the integration with Dext only works together with the two accounting systems QuickBooks Online and Xero. See what integrations does ApprovalMax support.How does the direct Dext integration differ from the integration with Dext via Xero?
Integrating your Dext account with your ApprovalMax Organisation allows you to submit cost items for authorisation before creating them in Xero. Such approval requests will run through the pre-defined "Bill creation, review and approval" workflow in ...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 ...How can I disconnect Dext from ApprovalMax? (Xero)
To disconnect Dext from ApprovalMax, you must perform the disconnection in both Dext and ApprovalMax. It would be best if you started with Dext, though. Otherwise, if you cancel the connection to ApprovalMax first, you may experience failed push ...Troubleshooting the connection between Dext and ApprovalMax (Xero)
In case you experience the connection between Dext and ApprovalMax not working as expected, the information in this article can be helpful for you. You don't receive documents from Dext In ApprovalMax, your trial organisation has expired In ...