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.
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: ...
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 to bypass the approval process and publish transactions directly to a bank account in Xero, or you want your cost items to go through a predefined approval process in ...
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 also go through the predefined "Bill review and approval" workflow straightaway. The ...
How can I approve Xero Bills pulled from Dext?
It’s just as easy to set up approval workflows for Bills that are 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 ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...