Disable payment method extraction & auto-creation for certain clients
I would like to be able to prevent certain client's items from auto-creating a new payment method.
My client writes the cheque number on the invoice, and ALL of these cheques are showing up as new payment methods
For some of our clients we only process our client's bills so Payment Methods are confusing & distracting. For others we have specific payment accounts that we'd like to be able to set up and use but all the extra payment methods being created, especially from all the personal cards, make it much harder to use the system
AdminUserVoice Admin
(Admin, Dext)
shared this idea
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Craig Harris
commented
Please add a setting option that forces Dext to stop extracting the last 4 digits of credit cards OR from automatically updating the payment method. You could simply ensure that the "Always use default" payment option consistently enforces the use of the default payment method (see attachment).
We have 50+ cardholders with monthly expense reports, and we have no need to see or know the credit card numbers. Each expense report cycle, we end up deleting 20+ new payment methods, which is silly and inefficient.
This feature requests relates to Dext Prepare -> Costs
Thanks!
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Jack McCarron
commented
Ability to turn off automated payment methods in Dext!
A lot of our client bank accounts in Dext are not linked to Xero (e.g. there might only be 5 accounts in Xero). But every time a new bank account is recognized it creates a new payment method in Dext. There's no use though in having 50+ payment fields in Dext when there's only a handful of bank accounts in Xero. And actively managing the payment methods in Dext isn't efficient.
Suggestion is that there's an option for a new payment method to be created. Or for the user to have the ability to turn off this setting.
This is applicable for most (if not all) our clients who have an extensive list of payment methods, but very few bank accounts comparatively. This means we need to sift through the payment method list when applying payments to invoices/ receipts.
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Dorian Blitt
commented
I would like to be able to turn automatically generated payment methods off. I have set up all the payment methods for the file manually, and I don't need to delete a payment method every time dext automatically extracts one because a receipt is too blurry or difficult to read.