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How can I upload Credit Notes via Dext if I use the ApprovalMax for Xero integration?

Updated over a month ago

The ApprovalMax for Xero-Dext integration supports only Expenses to be pushed from Dext to ApprovalMax.

If you also need to push your Credit Notes from Dext to Xero, you can set the Dext-Xero connection as the primary one and the Dext-ApprovalMax for Xero as an additional connection.

This is how you set up ApprovalMax for Xero as an additional integration in Dext:

  • In Dext, go to Connections > Integrations

  • On the Xero Settings tab, click on Set Additional Integration:

  • Select "ApprovalMax for Xero" and click on Connect:

  • On the next screen, click on Connect Software:

  • Select "ApprovalMax Organisation connected to Xero" and click on ALLOW ACCESS:


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