How can I use Dext Expense Reports in ApprovalMax?
When Expense Reports get published to ApprovalMax, they are considered to be Invoices (Bills); the supplier for Expense Reports is generated as "[User Name] - Expense Report".
An Expense Report is created as a bulk of "Costs" in Dext, each Cost item creates a new line item in the body of an Expense Report.
This is how it works:
- In Dext, tick the checkboxes next to the Bills you want to add to an Expense Report and click on the button "Add to Expense Report":
- Create a new Expense Report, or select an existing one, and click on the "Add" button:
- After adding the Cost items (Bills) to the Expense Report, go to the Expense Report tab in Dext and click on "Publish":
- This is what it will then look like in ApprovalMax:
Each Cost item creates a new line item in the body of the Expense Report.
In the corresponding PDF file, you'll find links to each of the Cost items in Dext.
Please note: the permalinks themselves are available in the Business Plus, Premium, Streamline and Optimize plans.
- Once the Expense Report has been published to ApprovalMax, the supplier is created and can be selected in the matrix for the manager who approves employee expenses:
How can I use Dext Expense Report in ApprovalMax?
When Expense Reports get published to ApprovalMax, they are considered to be Invoices (Bills); the supplier for Expense Reports is generated as "[User Name] - Expense Report". An Expense Report is created as a bulk of "Costs" in Dext, each Cost item ...
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How can I publish documents from Dext to ApprovalMax?
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