Why don’t I see my Xero Contact in Dext?
The reason why a Contact created in Xero and synced to ApprovalMax is not visible in Dext is that Dext syncs only Suppliers from ApprovalMax (via the Dext-ApprovalMax-Xero integration).
Contacts in Xero are only recognised as a Supplier when a Bill got created for them.
The solution to reflect in Dext a Contact created in Xero is as follows:
1. Create a Bill with the amount of 0.01 in Xero for this Contact (then, the Contact will be recognised as a Supplier).
2. Void this Bill in Xero.
3. Sync the Contacts in ApprovalMax (the Supplier status will be updated in ApprovalMax).
4. Refresh the Supplier list in Dext (Dext will pull the Suppliers from ApprovalMax).
How can I specify instructions for Xero Contact Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Contact creation. This is how instructions for Contact Requesters can be set up: Select your Organisation under the main menu icon (in the upper left-hand ...
How can I establish a connection between Dext, ApprovalMax and Xero?
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 ...
Does the Dext-ApprovalMax integration work with other accounting systems?
Unfortunately, currently, the integration with Dext only works together with the two accounting systems QuickBooks Online and Xero. See what integrations does ApprovalMax support.
How often is data synced with Dext?
New documents ApprovalMax pulls all new cost items captured by Dext and published as awaiting approval immediately. All documents Dext pushes to ApprovalMax go straightaway through the predefined "Bill review and approval" workflow. The ...
How can I try ApprovalMax with the Xero demo company?
Connecting ApprovalMax to Xero allows you to set up approval workflows for, e.g., “Bill creation, review and approval”, “Purchase Order creation and approval”, “AP/AR Credit Note approval", "Sales Invoice approval", "Batch Payment creation and ...