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 in Xero (or make sure you
have one):
- Find your account in the "Chart of accounts" in Xero, click on it and assign the account code for this
bank account:
- Sync the
data to ApprovalMax:
- Synchronise the data to Dext by overwriting the
integration (change the integration and select the same one from
the Integration page):
- 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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