Better management of payment methods
Please could we have more options within the payment methods section. In particular, it would be really helpful to be able to archive old payment methods, rather than keeping or deleting them, and to merge duplicate payment methods.
Finance Team
shared this idea
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Mark Griffiths
commented
Yes please! For me the bigger issue for us is that Dext's OCR constantly adds incorrect payment methods. It misreads loyalty card numbers, ABNs, and other numbers as new credit cards, creating a new mess for us to clean up every few weeks. We desperately need a way to stop these incorrect additions at the source. The best solution would be a simple toggle switch in the settings to turn off automatic payment method creation altogether.
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Maura Doherty
commented
Yes please! I don't want to delete old payment methods (eg. old credit cards) as they're part of the financial record, but they really clutter up the drop-down list. This is especially a problem with expense reimbursements, where Dext extracts a staffperson's personal credit/debit card, and it's helpful to keep that on file as tied to them, so that future mystery receipts can be more easily identified, but I end up having to name them "z.Name.PersonalCard" to try and keep them out of the way.
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Abhi Shah
commented
feature that could support merging payment methods