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 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 ...
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 ...