Published items in Dext Prepare can be sent to different areas of Xero and as different types of items.
This article is relevant to the legacy Dext experience. You can access the article for the enhanced Dext experience here.
Important: To be able to publish an item to an accounting software you must be assigned the Admin role. or be given permission to publish to an accounting software by your administrator. To gain this access contact your account administrator.
Costs Publishing Destinations
For items in the Costs workspace, they are published by default to the ‘Purchases’ area in Xero. They are also able to be published to the ‘Classic Expense Claims’ and ‘Bank Accounts’ areas in Xero by changing the integration settings in Dext Prepare:
Before publishing items in the Costs workspace to Xero you are also able to change what type of item it will appear as in Xero. By changing the integration settings in Dext Prepare you can select ‘Draft’ ‘Awaiting Approval, ‘Awaiting Payment’, and ‘Paid’ (where possible):
Sales Publishing Destinations
For items such as sales invoices in the Sales workspace, they are published by default to the ‘Sales’ area in Xero. They are also able to be published to the ‘Bank Accounts’ area in Xero by changing the integration settings in Dext Prepare:
Before publishing items in the Sales workspace to Xero you are also able to change what type of item it will appear as in Xero. By changing the integration settings in Dext Prepare you can select ‘Draft’ ‘Awaiting Approval, ‘Awaiting Payment’ and ‘Paid (where possible)’:
Can’t find your item in Xero? Use the Dext Prepare Archive to locate it! Find your published item and click the “Open in Xero” button.
