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:
- Delivery note
However, cost items of the "Credit note/Refund" type are currently not supported.
Please note: only the type "Invoice" allows you to set the bill number and a due
date. In all other cases, Dext will generate the bill number
automatically and set the bill date as the due date.
The documents pushed from Dext to ApprovalMax will only go through the predefined Bill approval workflow if the value "Bills" has been selected as the "Publish to" destination.
pushed from Dext to ApprovalMax will go through the predefined
"Bill Creation and Approval" workflow.
Once a Bill has been fully approved
in ApprovalMax, it is pushed to QuickBooks Online.
The original file as well as an audit report will be attached to the
created Bill in QuickBooks Online.
Transactions can also be published directly
to the connected QuickBooks Online Company as Expenses if the value “Cash”, “Check”, or “Credit Card” has been selected as the "Publish to" destination. Selected “Payment Method” should reference the valid item of Chart of Accounts (for example: “Cash on hands”, etc.).Expense reports that get published to ApprovalMax are considered to be Bills; the supplier for expense reports is generated as "[User Name] - Expense report".