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:
- 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.
Related Articles
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 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 ...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 publish Bills as "Awaiting Payment" to Xero after their approval in ApprovalMax?
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 ...How can I publish documents from Dext to ApprovalMax?
Any cost item captured with Dext can be published to ApprovalMax if it is set as: Receipt ATM Other Invoice Statement Delivery note Mileage However, cost items of the "Credit note/Refund" type are currently not supported. Please note: only the type ...