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":
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