How often is data synced with Dext?
ApprovalMax pulls all new cost items captured by Dext and published as awaiting approval immediately. All documents Dext pushes to ApprovalMax also go through the predefined "Bill review and approval" workflow straightaway.
The synchronisation of changes
Once every 24 hours, Dext pushes to ApprovalMax any changes that have been made to documents, such as:
- Accounts (GL codes)
- Tax rates
- Bank accounts
- Tracking options (names and values)
To speed up this process, the Administrator of an Organisation can force the synchronisation manually in Dext. To do so, click on the "Reload" button in the Suppliers tab or on "Reload all lists" in the Lists tab.
Why are my Xero account codes/tracking categories not reflected in Dext?
If the direct integration between Dext - ApprovalMax - Xero is activated, Dext pulls data such as tracking categories, account codes, suppliers, etc. from ApprovalMax every 24 hours. When you create a new tracking category/account/supplier/tax... in ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...
How can I establish a connection between Dext, ApprovalMax and QuickBooks Online?
Integrating Dext with your ApprovalMax "Bill creation and approval" workflow enables Dext to push cost item directly to ApprovalMax. ApprovalMax will then run the predefined "Bill creation and approval" workflow for such bills and, after their final ...
How can I establish a connection between Dext, ApprovalMax and Xero?
Integrating Dext with your ApprovalMax "Bill review and approval" workflow enables Dext to push cost items directly to ApprovalMax. ApprovalMax will then run the predefined "Bill review and approval" workflow for such Bills and, after their final ...
How to add a bank account in Xero and assign it to a payment method in Dext
You need to specify a bank account under "Payment methods" in Dext if you want your cost items to go through a predefined approval process in ApprovalMax and get published as "Paid" in Xero once approved. This is how it works: Create a bank account ...