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