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 ...
You need to specify a valid Bank Account under the Payment Methods in Dext if you want your cost items to go through a predefined Expense Approval process in ApprovalMax. This is how it works: Create a Bank Account in QuickBooks Online (or make sure ...
During the setup of a Xero Batch Payment workflow, ApprovalMax allows the Organisation Administrator to decide whether the Supplier Account field must be filled in (is Required) or can be left empty when creating a Xero Batch Payment: If the field ...
In the case of Airwallex Batch Payments, it is not currently possible to split a batch payment amount into two separate bank accounts within a single batch payment. However, there is a workaround available which involves creating two separate batch ...
Here is how you can publish Dext cost items as "Awaiting Payment" Bills to Xero after their approval in ApprovalMax: Set "Invoice" as the "Publish to" destination (Manage - >Connections ->Integrations): Select a Payment Method with no stored Bank ...