How to add a bank account in Xero and assign it to a payment method in Dext

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 to bypass the approval process and publish transactions directly to a bank account in Xero, or 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:

  1. Create a bank account in Xero (or make sure you have one):



  2. Find your account in the "Chart of accounts" in Xero, click on it and assign the account code for this bank account:



  3. Sync the data to ApprovalMax:



  4. Synchronise the data to Dext by overwriting the integration (change the integration and select the same one from the Integration page):


  5. Now, the bank account should become visible so that you can assign it to a payment method.
    To do so, open "Payment methods" in Dext, add a new one or assign your Xero bank account to an existing one.