Agree with the other comments provided - the approval history in Dext should be captured in the document published to QBO. Auditors and management should not have to go to Dext to review the audit trail.

Also, when using an integrated third-party payment system (e.g. Plooto), the PDF attachment in the QBO bill transfers to the payment software for the signing officer to review, they should be able to see who/when the invoice was coded, reviewed and approved in Dext.

It would be great if, once the invoice is approved in Dext and satisfies the approval workflow and ultimately posted to QBO, it would show ) who approved the invoice and on what date. Perhaps this can show in the Memo field?

Alternatively, attach a note (stamp) to the invoice pdf showing who approved and on what date?

For any auditor who reviews the QBO file, this would indicate that any approval requirements are met and well documented.

For our auditors we must show the history of invoices being approved, currently we have to save the history in DEXT as a file and attach into Xero as an attachment. It is a manual process unfortunately and takes up additional time.

Have the approval workflow trail documentation uploaded into QBO online with invoice/expense reports, like what Approval Max does