How to use Bill.com Approvers in Dext Prepare

In Bill.com, you can appoint specific staff members to approve different bills and items.

Dext Prepare pulls these across from Bill.com when integrated, and populates them under ‘Customers’ in the list section of the menu (if you’ve enabled Bill.com as an additional integration, make sure you select the ‘Secondary Clients’ tab).

Screenshot 2019-12-30 at 16.07.32.png

To assign a specific approver in Dext Prepare:

1. Navigate to a specific bill in the Costs Inbox;
2. Search for the correct approver from the ‘Customer’ field;

(Note that this is the initial approver and will not trigger any Bill.com workflows)

Screenshot 2019-12-30 at 16.08.51.png

3. If happy with the item, click ‘Publish’ as normal;
4. In Bill.com, the bill will appear as normal, flagged with the specified approver.
If you have additional integrations enabled, make sure you have selected Bill.com as the publishing location.