ApprovalMax product walk-through: How to submit a Bill for approval directly in ApprovalMax You can also refer to this article: How to create Xero Bills for approval in ApprovalMax
Integrating Dext with your ApprovalMax "Bill creation and approval" workflow enables Dext to push cost item directly to ApprovalMax. ApprovalMax will then run the predefined "Bill creation and approval" workflow for such bills and, after their final ...
In case you experience the connection between Dext and ApprovalMax not working as expected, the information in this article can be helpful for you. You don't receive documents from Dext: In ApprovalMax your trial organisation has expired In ...
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 ...
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 ...