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Move document from supplier statements to costs or sales

Option to move document from supplier statements back to costs

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Hayden Haney shared this idea  ·   ·  Report…  ·  Admin →
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  • Jamie Bisset commented  ·   ·  Report

    I really like the new Supplier Statements feature however there are a few things I would find very helpful as it is not user friendly.
    1. Be able to merge statements - If a statement has multiple pages and I haven't merged the document in costs, I don't have the ability to do that once it hits supplier statements.
    2. be able to move a statement back to costs. If an item is sent to supplier statements in error, there is no way to send it back to costs. I have to download it, save it to my computer and then re-add it to costs and then archive it in statements. It is a total pain in the butt.

    I think it would be much more user friendly if it had a Tools section like costs and sales.

  • Yusuf Taibali Nagri commented  ·   ·  Report

    First of all, I would like to commend you and the team on the amazing features in DEXT, especially the new Dextension and Supplier Statement tools. These are excellent additions and have greatly improved the workflow.

    However, I wanted to suggest a possible enhancement to the Supplier Statement feature. Currently, it does not allows users to post or transfer the supplier statement directly to cost, QuickBooks, or Xero, but requires downloading and re-uploading the file manually and upload again to the cost tab.

    I believe it would be more efficient if we could transfer the supplier statement back to cost or post the statement in QuickBooks or Xero.

    This is particularly useful in cases where clients may not have all the invoices on hand due to various reasons. By posting the statement directly, we determine the correct VAT and supplier balance without needing to chase the client or for them to contact their supplier, saving both time and effort.

    I hope you find this feedback helpful, and I look forward to seeing future improvements.

    Thank you for your continued efforts.
    Yusuf Nagri
    Analytix Certified Accountancy & Advisory Ltd

  • Shivam Goenka commented  ·   ·  Report

    Option to convert items uploaded in supplier statement to Cost / Sales (one similar to convert between sales and costs)