How to assign Xero bank accounts 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 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 Integrations 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:




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