Set multiple category rules for a single supplier - not every supplier fits a single category.

Would love this to be in place. Not having automation for this devalues the entire automation service Dext provides.

Even starting simple such as if some text is found in the invoice it is one category or another.

I rent 5 houses with different rent amount but via the same agency. All invoices are coming from same agency/customer but they need to get assigned to a different code depending let’s say on the rent amount.

For example we upload FedEx invoices. I can set two rules one for FedEx invoices with tax and one without tax.

The tax can be 20% VAT where the 0 tax can be zero rated vat or exempt. Currently you don’t have this option to choose what code to use if you allow Dext to define what is the zero vat.

I currently have to sort these invoices manually.

I would love it if Dext could pull an account number from supplier and allow coding based on that... for example I have a farm client with Enmax that has 15 seperate account numbers due to various land locations so every month I need to look at the account number and code it to the proper category.

Supplier Rules: Allow more than one Category ( multiple line items)

I do try ad leverage rules, however the fact that a rule is applied to a vendor and cannot have different parameters based on payment methods, amount, etc make them limited at time.

I am so surprised that this is not a feature. Such a basic requirement. We have many suppliers who invoice with different categories and different vat rates on the same invoice (take away supplies, dairy free milks, cleaning materials, juices etc). However I have to manually go through and edit line items in order for the extraction to reflect what the invoice shows. So time consuming and defeats the whole point of this system.

In our organisation we have some suppliers that need several codes. (invoice costs split in several ways) It would be useful to be able to set them up so all you have to do is place the values in. 

SAGE has this on their accounting system which is where the idea comes from.

would love this

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

This is a feature available in Hubdoc and is very useful. They have a list of suppliers which are mapped to the Accounting system's supplier. It's useful when the same supplier is used by several different departments and they all need to be coded differently - category, class, location, description. Being able to have more than multiple suppliers in Dext map to 1 supplier in the accounting system means that all these defaults can be setup to start with, then the selection of the correct Dext Supplier will get all the correct defaults for that bill. Currently everything needs to be re-selected each time, which negates the time saving attributes of Dext's OCR.

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.