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'automatically match items in Dext to purchase orders in Xero/QBO' has been merged into this idea

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PO matching and import to xero

Ecom business, we use Dext to Xero, and receive circa 30 supplier stock invoices every day. Experience has shown we can not trust supplier invoices to be at our agreed prices etc so we need to validate each one, which is very labour intensive. It would be a huge improvement if the Dext PO matching feature could be enhanced to enable automated bill importing to Xero when the Supplier, PO ref and Value all agree. This would automate the import of 80% of our invoices, leaving a small number needing manual intervention.

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Andrew Small shared this idea  ·   ·  Report…  ·  Admin →

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  • Anonymous commented  ·   ·  Report

    Within the Dext platform, we utilise Purchase Orders to establish
    connections with the invoices we receive from our suppliers. These Purchase
    Orders are equipped with item codes, as we follow a practice of generating
    distinct stock codes. Consequently, when an invoice arrives from a supplier,
    we ensure linkage with the corresponding Purchase Order within the Dext
    platform (we use Xero). Regrettably, an issue has surfaced during the
    publication process. Despite our efforts, the system does not appear to
    appropriately allocate the invoice to the designated product code.

    We see the PO on Dext for the relevant supplier. We link it; when the information is then sent to the Xero programme is does not update the stock levels on XERO. Even though the item codes specifically were used when placing a purchase order with a supplier. So when we are invoicing out to a customer; after having approved the DEXT invoice and linked it to the PO on Dext; it does not update our stock n Xero in order for us to issue a customer invoice.

  • Elmar Wallbanks commented  ·   ·  Report

    Hi, there's a feature that our company could benefit from to increase productivity. When we are matching PO's to Xero, I am spending additional time writing out the line items from the PO. Please could I request a feature to pull through the line items from the PO into the invoice processing on Dext. This would would be greatly appreciated :)

  • Mad Hatter commented  ·   ·  Report

    automatically match items to purchase orders in Xero/QBO