Set supplier rule to auto code to Xero categories based on address or name
Extract data from supplier invoices to set a rule to record to certain categories in Xero. E.g Client has multiple cafe's that need to be identified in Xero by categories. Have the ability to set a rule in Dext to record a bill to a selected category based on the delivery address on the suppliers bill,
3
votes
Louise Lamb
shared this idea
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George Scarborough
commented
The is exactly what we need, We operate several restaurants each with their own tracking category. if Dext could autofill the location category based on a match or close macth of the address this would save so much time