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 ->Payment methods):
Please note: if you select a valid Payment Method, it will result in a "Paid" Bill being created once the final approval for the request has been collected in ApprovalMax even if the flag "Paid" has not been set.
- 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 "Paid":
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 ...
Xero Bill life cycle
Bill creation There are several ways of creating Bills in ApprovalMax, please follow this link for details: How you can create Bills in ApprovalMax. Bill-to-PO matching The current Bill Approvers, Purchase Order Requesters and Administrators of an ...
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 ...
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 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 on ...