How can I publish Bills as "Awaiting Payment" to Xero after their approval in ApprovalMax?
Here is how you can publish Dext cost items as "Awaiting Payment" Bills to Xero after their approval in ApprovalMax:
- Set "Invoice" as the "Publish to" destination (Manage - >Connections ->Integrations):
- Select a Payment Method with no stored Bank Account (Lists ->Payment methods):
- Here is how your cost item should look in Dext:
- Here is how such published cost items look in ApprovalMax:
- Once all approvals have been collected in ApprovalMax, the Bill will be published to Xero as "Awaiting Payment":
Related Articles
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 ...How can I establish a connection between Dext, ApprovalMax and Xero?
Integrating Dext with your ApprovalMax "Bill review and approval" workflow enables Dext to push cost items directly to ApprovalMax. ApprovalMax will then run the predefined "Bill review and approval" workflow for such Bills and, after their final ...How can I approve Xero Bills pulled from Dext?
It’s just as easy to set up approval workflows for Bills that are pulled from Dext or another OCR solution. Once invoices have been pushed from Dext to Xero, they can be approved in ApprovalMax. You can implement multi-step approval workflows based ...How can I publish Bills as "Paid" to Xero after their approval in ApprovalMax?
Here is how you can publish Dext cost items as "Paid" Bills to Xero after their approval in ApprovalMax: Set "Invoice" as the "Publish to" destination (Manage ->Connections ->Integrations): Select a Payment Method with a stored Bank Account (Lists ...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 ...