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
AdminUserVoice Admin
(Admin, Dext)
shared this idea
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Ben Rivard
commented
Master Rule lists, for suppliers that can be updated and applied accross client based and new clients to limit the redundancies in sett4ing rules for each client