How to submit Expenses in Dext and approve them in 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.
The documents pushed from Dext to ApprovalMax will only go through the predefined Expense Approval workflow if the value Cash/Cheque/Credit Card has been selected as the "Publish to" destination and the selected Payment Method refers to a valid item of the Chart of Accounts (for example: Cash on Hands, etc.):
Such documents pushed from Dext to ApprovalMax will go through the predefined Expense Creation and Approval workflow:
Once an Expense has been fully approved in ApprovalMax, it is pushed to QuickBooks Online. The original file as well as an audit report will be attached to the Expense created in QuickBooks Online.
Please note: if the Requester is not specified in the Expense Creation step under "Receive from Dext Prepare", the Expense will bypass the approval process and get published directly to QuickBooks Online.Related Articles
Can I pull my Expenses from Dext and run them through the predefined approval workflow?
Yes, ApprovalMax supports pulling QuickBooks Online Expenses such as Cash, Check and Credit Cards from Dext to ApprovalMax where they will run through the predefined approval workflow.How can cost items from Dext bypass the approval workflow in ApprovalMax? (QuickBooks Online)
ApprovalMax supports publishing Expenses such as Cash, Credit Cards, Check from Dext to ApprovalMax and initiating approval process for them. If for some reason you want the approval process to be bypassed, just do not specify a Requester in "Receive ...On behalf of which user are Expenses created that get pulled from Dext?
Unfortunately, ApprovalMax does not know who created the Bills that get pulled from Dext because all Bills that are created in ApprovalMax are in the same name as selected in the "Receive from Dext Prepare" step. Person specified in this section, as ...How can I use Dext Expense Reports in ApprovalMax?
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Yes, ApprovalMax supports pulling of existing Expenses from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Expense requests directly in ApprovalMax or pull them from Dext, run ...