Extract the bank info for suppliers
Additionally, extraction of bank & contact details would ensure that if suppliers change these then RB picks it up to ensure they're correctly paid.
Another client: it would be great if bank account details can also be extracted from invoices, stored within Receipt Bank and then are available for extract via csv. A very timesaving development....
AdminGlenn Castle
(Admin, Dext)
shared this idea
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Steven Blaine
commented
It would be great if Dext recognised supplier data such as bank account details, remittance advice email addresses etc and was then able to compare & update these details in to the supplier contact profile in Xero.
Currently it's a real pain when a new supplier is created by Dext in Xero as none of this information is set up automatically thereby creating a manual task in Xero.
Ultimately the value in using Dext is ensuring no manual work in Xero is required otherwise I could simply use the direct entry method on offer from Xero itself.
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Rebecca Moses
commented
I agree I think that the bank and contact information should be able to be extracted and saved in decks and synced with qbo as requested, if details vary it should give a notice to correct.
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Shiraz Sidat
commented
The amount of time it takes to manually input supplier banking details is crazy. I believe RB could do this very simply by adding a couple of extra OCR extraction fields which can then be imported to Xero.
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Ryan Limb
commented
Hey there, I use ABA files for to pay my invoices in bulk through my online banking, The only manual part of the whole process now is I have to manually review the BSB and Account number bank details. It's pretty frustrating as theres plenty of room for error and you need two windows open at a time.
Anything. I think it would be awesome if every Invoice that came in, Dext scanned and reviewed the bank details for that supplier and pushed that customer info over to Xero etc also!
Let me know your thoughts, I know there as many people who do similar processes to me too and it would make pretty much the whole process automated with a few clicks.
Thanks.