How can I publish Bills as Awaiting Payment to Xero after their approval in ApprovalMax?
This is how you publish Dext cost items as Awaiting Payment Bills to Xero after their approval in ApprovalMax:
- Select "Invoice" as the Publish To destination (Manage - >Connections ->Integrations):
- Select a Payment Method with no stored Bank Account (Lists ->Payment methods):
- This is how your cost item should look in Dext:
- This 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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