81 results found
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Auto-archive without publishing (supplier rule)
Idea : Auto-archive (without publishing) at supplier level
Why : For many suppliers, we have bank rules in Xero or QBO to have bank transactions automatically recorded without a receipt (monthly subscriptions are a good example of these). Although we do want to keep the receipts in the Archive in case of future audit, we don't want to publish and match all receipts if not required. What we currently do is, for these suppliers, we 'select all' and manually 'archive' all selected items.
If we could simply 'auto-archive without publishing' certain suppliers, that would be game changer for our 40+…
19 votesWe are reviewing this functionality to add. Thanks for the feedback
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Multiple Supplier rules for one supplier
The ability to set multiple supplier rules for a single supplier.
194 votes -
Set rules to automatically apply supplier when unable to extract
Option to set a rule to say "if an invoice is in this format, then its probably X supplier" for items where the system is unable to extract the supplier
3 votes -
Supplier rules bulk edit
The ability to bulk edit Supplier rules like Line item extraction and additional Accounting software.
44 votes -
Sync Supplier Rules from Xero to Dext
Sync Supplier Rules from Xero to Dext
6 votes -
Ability to export the supplier list and supplier rules
Ability to export the supllier list from the supplier tab including the supplier rules set for each supplier and the last invoice submitted.
Partner ideally wants to be able to see what category, tax rate and any other supplier rules are set against each supplier as well as details of the last entry.
52 votes -
Set rules for Expense Approvers
Ability to save which user has to approve another user's Expense Reports. Something like setting rules for that. We don't want to select it each time.
6 votes -
Increase picture size limit
INCREASE SIZE LIMIT OF PICTURES.
6MB is too small with new phones where pictures are often above 6 MB and hover around 12 MB.
6 votesReviewing Limits
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option to edit supplier names or delete the suppliers
Ability to rename and delete suppliers rather than merge them
11 votes -
Prevent suppliers to be creatd from Dext and added to Xero
Prevent supplier to be added.
When we use Xero we want to prevent new suppliers published to Xero but have Xero suppliers set up in Dext. A part of customer/supplier database creation internal control recommendation.7 votes -
Rebill option as a supplier rule
Ability to set a supplier rule for rebilling expenses to customers.
16 votes -
Supplier rules based on other "IF" rules
Could we have rules with “IF”
Example:
If amount > X this
If amount less < that?
13 votes -
Flexible Columns in the Suppliers tab bulk edit supplier rules
In order to bulk set rules in the Suppliers tab it would be much easier for me if I could set additional rules for my required fields from the Suppliers list rather than having to go into each individual supplier
17 votes -
Supplier rule for discounts
I have suppliers who give a discount off the total amount of invoices paid via direct debit. Can you setup for a supplier that each receipt scanned can be processed with a % discount
23 votes -
Add item type as a Supplier rule
Would like to have the possibility of setting type on per supplier basis as I get invoices from one supplier (only invoices) and just receipts from other, sometimes RB gets the type wrong and I need to run through all items to double-check
43 votes -
Supplier rules applied across all client accounts
It would be incredibly useful if it was possible for me to apply the supplier rules for one client across a number of other clients for any matching suppliers and categories.
This would make it easy to apply automation across the large franchise groups I work with who share the same suppliers and chart of accounts
Another way to achieve this for my example is to have "default clients" with "default supplier rules" that could be duplicated when creating a new client.
19 votes -
More than 10 lines Smart Split rule
Currently a user can only set a rules for 10 line items when using Smart Split however I've found that this limitation prevents me from using it for several key suppliers.
30 votes -
Bulk edit suppliers
I would like to be able to set the same supplier rules for several suppliers at once.
75 votes -
Add new supplier categories from supplier rules tab
It would save a lot of time if we could manually add supplier categories (compte) on the supplier rule tab from the item view or on the supplier page instead of having to go through account settings > manage lists > add codes.
Having the correct supplier categories is vital for the csv export formats in France!
17 votes -
Export & import suppliers & their rules
It would be really useful for me to be able to export a list of all my suppliers, including details on rules like the default tax rate & category. This would allow me to easily review the rules as well as giving me a local backup of my suppliers list to use elsewhere in my systems.
It would then allow me to make changes within the CSV and upload it to bulk update the rules in Receipt Bank.
44 votes
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