How can I use Dext Expense Report in ApprovalMax?

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 creates a new line item in the body of an Expense Report.

This is how it works:
  1. 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":
  2. Create a new Expense Report, or select an existing one, and click on the "Add" button:
  3. After adding the Cost items (Bills) to the Expense Report, go to the Expense Report tab in Dext and click on "Publish":

  4. 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.
  5. Once the Expense Report has been published to ApprovalMax, the vendor is created and can be selected in the matrix for the manager who approves employee expenses:


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