If your Dext account is connected with Xero,QuickBooks Online, or QuickBooks Desktop, you can set up an additional connection with Bill.com, or ApprovalMax.
This means that you can tailor your workflows to your specialised products, and send data to the appropriate software directly from Dext.
Setting up an Additional Connection
To set up an additional connection:
- Go to Business Settings, then Connections.
- On the connections page, in the Accounting Software section, click the Connect more software button.
- Click Connect on the accounting software you wish to connect to and follow the steps shown.
- Once the connection is set up you’ll return to Dext. The Connections page will list all of your connected accounting softwares.
You can adjust the settings for your primary or secondary connections by clicking Manage next to the software.
In the Costs inbox, you’ll find a dedicated ‘Integration’ column, where you can specify which integrated software the item should be published to.
You can automate which integration items are attributed to by default from using Supplier Rules or the Integration Settings page.
For Sales items you have the ability to publish invoices to your primary integration such as Xero or QuickBooks Online. You can not publish sales items to your secondary integration such as Bill.com or ApprovalMax.