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Automatically apply Category to Line Items when changing the main category of an item

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Heidi Lightfoot shared this idea  ·   ·  Report…  ·  Admin →
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  • Heidi Lightfoot commented  ·   ·  Report

    Also to set a rule that shipping charges are categorised as shipping charges or whatever rule the business needs to apply, in our case, Cost of sale:Delivery

  • Thomas Cummings commented  ·   ·  Report

    Please Please Please provide the option for line item reading and auto categorising based on line item text

  • Matthew Chester commented  ·   ·  Report

    Rule sets that are available for line item extractions. For example, this would be very helpful for lines items that have different tax codes. If you could put rule sets and apply them to the item description that would be really valuable. For example, If line item description contains "X" then apply rule XYZ which could contain account coding and proper tax code. Please consider! Thanks!

  • Miriam Askari commented  ·   ·  Report

    Hi there,

    I notice when I process invoices on dext, the VAT code amount is extracted for the total of the invoice. However the VAT code is not extracted for line items and the line item total doesn't match the total and total vat amount extracted. This is then manually fixed by editing the line items.

    Is it possible if this could be automatically extracted for line items?

    Thanks,
    Miriam

  • AdminUserVoice Admin (Admin, Dext) commented  ·   ·  Report

    My items are split out into line items. Receipt Bank automatically categorises the overall item, but I have to manually apply different categories to the individual lines.