Rules filtered by payment method
The ability to set up rules to automatically categorise the Xero Chart of Account per payment method would be great for employees uploading their travel receipts as we track in a separate account for each employee in Xero. Or the ability to further refine supplier rules - if supplier is X and payment method is Y = categorise to specific chart of account.
Kaley Wakely
shared this idea
Hello everyone,
We have just launched AI Assist which helps automate more of the bookkeeping work you already do in Dext:
- Automatically apply the correct VAT treatments to documents
- Categorise documents using context, beyond supplier rules
- Reduce repetitive data corrections
- Stay fully in control of what automation is applied
You can also set up simple guidances, for example: “If the supplier is X and the payment method is Y, apply category Z.” We’d encourage you to give it a try and see how it fits into your workflow.
The Dext Team
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Courtney Carswell commented
This is something that I'm looking to do right now! We have credit cards / bank accounts for specific business locations, but common vendors across all our branches so supplier rules don't do all the things we need it to do.