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+ accountants firm.
Thank you!
Patrick Fillion
shared this idea
We are reviewing this functionality to add. Thanks for the feedback
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Emma Ferguson
commented
We have been working to streamline and optimize our bookkeeping for our clients and often set up rules in Xero for recurring vendors. Sometimes, the client submits backup for these charges to Dext Prepare as well. But, since it is set up as a supplier rule in Xero, we do not need the backup to publish from Dext. It would be great to have the option to "Auto-Archive" in the supplier rules for these use cases. I know we have the Auto-publish option, but the Auto-Archive would also be super helpful.