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
AdminUserVoice Admin
(Admin, Dext)
shared this idea
Hello everyone,
We have just launched AI Assist which helps automate more of the bookkeeping work you already do in Dext:
- Automatically apply the correct VAT treatments to documents
- Categorise documents using context, beyond supplier rules
- Reduce repetitive data corrections
- Stay fully in control of what automation is applied
Dext AI Assist can also update the cost document type, and we would recommend giving it a try.
The Dext Team
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Jeff Cecchini
commented
Be able to set a default transaction Type in the Supplier settings. So many times an Invoice is auto-paid and we'd like to set it to Type Receipt by default so that the Invoice # does not populate the transaction field.