Transfer items between businesses
We have 3 separate businesses. Sometimes invoices for Business A are uploaded to Business B. Add an option to transfer invoices between businesses without downloading and then uploading them to the correct account.
Alan Porter
shared this idea
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peter hindley
commented
We have two businesses and some receipts get posted to the wrong one. Would like a “move” option in Costs Review to simply shift a receipt to the other business. (Having to print out the receipt, delete it and then re-extract it to the correct business is time consuming). Mostly happens where a supplier provides for both businesses but doesn’t put sufficient info in their invoice email to identify the correct business with email forwarding rules. Amazon Business is good example…we buy for both businesses inside one Amazon account, using the debit card for the appropriate business but neither the Amazon order notification email or Amazon integration are able to land the extraction to the business that paid.
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Anu Sharma
commented
Transfer expenses between two organisations within dext
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Claire Purbhoo
commented
Have Dext recognize the businesses the documents belong to.