How can I publish documents from Dext to ApprovalMax? (QuickBooks Online)
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 Invoice allows you to set a Bill number and a due
date. In all other cases, Dext will generate a Bill number
automatically and set the Bill date as the due date.
All documents pushed from Dext to ApprovalMax with a Bill selected as a "publish to" destination 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 Bill created in QuickBooks Online:
Expense reports that get published to ApprovalMax are considered to be Bills; the Supplier for Expense reports is generated as "[User Name] - Expense report".
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