How does the direct Dext integration differ from the integration with Dext via Xero?
Integrating your Dext account with your ApprovalMax Organisation allows you to submit cost items for authorisation before creating them in Xero. Such approval requests will run through the pre-defined "Bill creation, review and approval" workflow in ApprovalMax right away.
Authorised requests will then be created in Xero as Bills in the status “Awaiting Payment”, with the original file as well as an audit report attached. Rejected requests will remain in your ApprovalMax account. Via the “Open original document” link you can open and republish/delete cost item/expense reports in Dext.
Cost items submitted to Dext as "Paid" will be created in Xero after full authorisation in ApprovalMax, also in the status "Paid". A respective payment would be initiated from the bank account that has been selected in Dext as Payment Method:
Bill before authorisation in ApprovalMax:
Fully approved Bill:
Please note: Bill approvals are supported in the direct Dext–ApprovalMax–Xero integration while bank account transactions bypass ApprovalMax and get created directly in the connected Xero Organisation.
The main benefits of using the direct integration are:
- Additional security (non-approved transactions will not go to Xero)
- Handling paid Bills (transactions marked as "Paid" in Dext will be automatically created as paid Bills in Xero once they have been fully approved in ApprovalMax)
- Rejected Bills won't appear in Xero
How to create Xero Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. In general, we have five categories: Bill creation in ...
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 can I approve Xero Bills pulled from Dext?
It’s just as easy to set up approval workflows for Bills that are pulled from Dext or another OCR solution. Once invoices have been pushed from Dext to Xero, they can be approved in ApprovalMax. You can implement multi-step approval workflows based ...
How can I resubmit a rejected Bill that came via Dext?
If a Bill that Dext has published to ApprovalMax via the direct integration gets rejected, its Requester should amend, unarchive and publish it again to ApprovalMax.
On behalf of which user are Bills created that get pulled from Dext? (Xero)
Unfortunately, ApprovalMax does not know who created the Bills in Dext because all Bills pulled to ApprovalMax get created in the same name, as selected in the "Receive from Dext Prepare" step. Therefore, we recommend to specify a generic email ...