Is it possible in ApprovalMax to add a budget, which is currently in Xero, to an invoice that is getting approved so that you can track the expense approval with this budget?
approved expenses will be tracked with a budget if this budget has been
uploaded/synced from Xero to ApprovalMax before these requests were created.
This means you need to upload the respective Xero budget first, and approve the
invoices after it’s been synced.
will not be applied to approved requests that have been created before the
budget got uploaded to ApprovalMax.
Can I pull Expenses from QuickBooks Online to ApprovalMax?
Pulling existing Expenses from QuickBooks Online to ApprovalMax is currently not supported. However, you can create your Expense requests directly in ApprovalMax or pull them from Dext, run them through the predefined approval workflow and then push ...
Does ApprovalMax support Xero Expenses?
We currently do not support Xero Expenses as Xero has not released an API yet. However, setting up suppliers for employees works perfectly in this respect. The option of Xero Bill creation in ApprovalMax should provide a rather good flow for employee ...
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 ...
What data is exchanged between Xero and ApprovalMax?
Data exchange takes place either by pulling new documents for approval from Xero or pushing an approval decision back to Xero. ApprovalMax pulls new Bills/Invoices/Purchase Orders several times during the course of a day. Due to Xero API limitations, ...
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 ...