ApprovalMax product walk-through: how to submit a Bill from Dext Prepare? https://youtu.be/herjbD0Rd9k You can also have a look at this article: How can I publish documents from Dext to ApprovalMax?
ApprovalMax product walk-through: How to submit a Bill for approval directly in ApprovalMax https://www.youtube.com/watch?v=N7Rsz3-uWgo You can also refer to this article: How to create Xero Bills for approval in ApprovalMax
It’s just as easy to set up approval workflows for Bills 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 on ...
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 ...
All Bills received from Dext will be picked up by ApprovalMax and put through the designated approval process. When pulling Bills from Dext into ApprovalMax, all Bills will be created in the name of a specific user selected during the "Receive from ...