
Dext Prepare and ApprovalMax integration FAQs

Q: Can I use Dext Prepare and ApprovalMax if I am not an accountant or bookkeeper?
A: Absolutely. Both Dext Prepare and ApprovalMax can be used not just by accounting and bookkeeping practices, but also by any type of organisation internally. Setting up an approval workflow in ApprovalMax does not require special expertise, you just need to define who needs to approve what and recreate those rules in ApprovalMax. Approving documents is even more simple: just select “approve” or “reject” after viewing the document contents.

Q: What is the sync frequency between Dext and Approval Max?
Q: Is Dext capable of pushing bills with multiple line items to ApprovalMax?
Q: Does an Employee Expenses report work the same way as invoices with Dext?
Q: Can we match bills and purchase orders in ApprovalMax when we use Dext? How does the bill-to-PO matching work in ApprovalMax? Can you match two different POs with one bill and do you get warnings if the invoice amount is over the PO amount?
A: Yes, bill to PO matching is possible –whatever the source of a bill is, it can be matched to a purchase order in ApprovalMax. The respective purchase order can be fully approved, even when the bill to be matched isn’t approved yet.
ApprovalMax supports “many-to-many” matching, which means any number of bills can be matched to any number of purchase orders. If you assign an amount to a particular purchase order, you’ll then see that amount allocated to any relevant bill when it gets approved later on. . If the total amount of all bills linked to a particular purchase order exceeds its original amount, bill approval will be blocked.
Q: What if we use Xero but not Dext? Will ApprovalMax still work in this scenario?

Q: Do you need Dext to use ApprovalMax for QuickBooks Online?
Q: Can you email bills directly to Dext for processing?
Q: Is it possible to print a report of all bills awaiting approval to determine the total amount of outstanding bills?
Q: How do approvers get notified? Is there a mobile app, or do they have to be on a desktop computer to approve?
Q: Can we use ApprovalMax for other non-financial decisions, e.g. to approve a supplier and then have them added to our supplier list?
Ready to Simplify Your Approval Process?

Approvalmax is an all-in-one B2B software platform used by businesses around the world to build robust AP and AR automation, creating multiple layers of internal control. It streamlines the approval process by allowing users to create automated workflows to approve bills and invoices. ApprovalMax integrates with accounting platforms such as Xero, QuickBooks Online, and Oracle NetSuite to unlock powerful efficiencies for accounts payable and accounts receivable functions in any finance team.
Set up a system of checks and balances for your financial operations.
Multi-step, multi-role approval workflows for financial documents.

Auto-generated audit reports for each approved item.

Get alerts for fraudulent activity and protect against it happening.
Leave printing in the past with fully digitised workflows.