On behalf of which user are Bills created that get pulled from Dext? (Xero)
Unfortunately, ApprovalMax does not know who created the Bills in Dext because all Bills pulled to ApprovalMax get created in the same name, as selected in the "
Receive from Dext Prepare" step.
Therefore, we recommend to specify a generic email address at that point, such as firstname.lastname@example.org, because this user will be notified about key Bill events like approvals, rejections, comments.
By default, or if a user wasn't specifically selected in "Receive from Dext Prepare" step, the Requester from "Pull from Xero" step is selected.
On behalf of which user are Bills created that get pulled from Dext? (QuickBooks Online)
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. By default, or if a User wasn't ...
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 stop pulling Bills from Xero?
Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...
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 to create Xero Bills for approval in ApprovalMax
There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. In general, we have five categories: Bill creation in ...