How can cost items from Dext bypass the approval workflow in ApprovalMax?
The documents pushed from Dext to ApprovalMax will only go through the predefined Bill Review and Approval workflow if the value "Invoice" has been selected as the "Publish to" destination in Dext.
- If you want the approval process to be bypassed, then select "BankAccount" as the "Publish to" destination.
- Under "Payment methods" in Dext, specify the bank account to which you want to publish your cost item:
- Then, the cost item coming from Dext will bypass the approval process and get published as a transaction to the specified bank account in Xero:
Please note: For all path through transactions it is not possible ApprovalMax won’t allow to unarchive and publish them again.Related Articles
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