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Name rules

Quicken has an excellent vendor Naming Rules and it would be tremendously helpful to have a similar feature in DEXT!

When DEXT picks up a certain Supplier name I would like to be able to map what it sees to what needs to be used!
Example: DEXT is showing Shopify, I would like DEXT to memorize "when you see Shopify, use Shopify Fees (supplier name) instead." So many names picked up by DEXT are partially correct, a naming rule would expedite the constant human process of looking for the correct name.

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Angela Ruck shared this idea  ·   ·  Report…  ·  Admin →

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  • Angela Ruck commented  ·   ·  Report

    Quicken has an excellent vendor Naming Rules and it would be tremendously helpful to have a similar feature in DEXT!
    When DEXT picks up a certain Supplier name I would like to be able to map what it sees to what needs to be used!
    Example: DEXT is showing Shopify, I would like DEXT to memorize "when you see Shopify, use Shopify Fees (supplier name) instead." So many names picked up by DEXT are partially correct, a naming rule would expedite the constant human process of looking for the correct name.