Move document from supplier statements to costs or sales
Option to move document from supplier statements back to costs
Hayden Haney
shared this idea
-
Yusuf Taibali Nagri
commented
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
Option to convert items uploaded in supplier statement to Cost / Sales (one similar to convert between sales and costs)