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 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. Synchronize 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.




    • Related Articles

    • How to add a Bank Account in QuickBooks Online and assign it to a Payment Method in Dext

      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 ...
    • How to add a bank account in Xero

      When creating an Airwallex Batch Payment, it is mandatory to specify the Xero bank account to be used. If you need to create a bank account in Xero, you can refer to this article for instructions. Create a bank account in Xero: Find your account in ...
    • 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 establish a connection between Dext, ApprovalMax and Xero?

      Integrating Dext with your ApprovalMax Bill workflow enables Dext to push cost items directly to ApprovalMax. ApprovalMax will then run the predefined Bill approval workflow for such Bills and, after their final approval, push them to Xero in the ...
    • Xero Batch Payments: partial payment

      ApprovalMax supports partial payments for Xero Batch Payment requests. Here is how it works: Click on the button in the right-hand corner. In your Organisation, select Batch Payment and click on CREATE A REQUEST: You can now add Bills to a Batch ...