Why are my Xero account codes/tracking categories not reflected in Dext?
If the direct integration between Dext - ApprovalMax - Xero is activated, Dext pulls data such as tracking categories, account codes, suppliers, etc. from ApprovalMax every 24 hours.
When you create a new tracking category/account/supplier/tax... in Xero, you should first sync this data to ApprovalMax.
To speed up the process of reflecting such data in Dext, manually reconnect ApprovalMax to Dext.
Related Articles
Do Tracking Categories affect how Budget Checking is applied to requests?
Yes, Tracking Categories do have an effect because they are a filtering option. If you upload a budget for a specific Tracking Category, it will be applied against the line with this Tracking Category+Account. Please note: the overall budget, which ...
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 workflow. The synchronisation of changes Once ...
What can I do if Accounts/Tracking Categories/Taxes...do not sync to ApprovalMax?
If data such as Accounts/Tracking Categories/Taxes etc. don't sync between ApprovalMax and Xero, there might be a problem with the cache. When you created a request in Xero and some of the data doesn't show in ApprovalMax, please try the following: ...
What are tracking categories used for?
In Xero, you can set up tracking categories to see how different areas of your business are performing (such as departments or locations). This is an example of what it can look like: In ApprovalMax, you can use Xero tracking categories to split ...
How to add a bank account in Xero and assign it to a payment method in Dext
You need to specify a bank account under "Payment methods" in Dext if you want your cost items to go through a predefined approval process in ApprovalMax and get published as "Paid" in Xero once approved. This is how it works: Create a bank account ...