Skip to content
← Join our feedback community

Is there something we can improve or add?

'Merge Invoices & Receipts if they have the same ID and from the same supplier' has been merged into this idea

Join our feedback community: Improve an existing feature

Categories

Merging duplicate invoices and receipts

Several software providers issue both an invoice and a receipt for the same cost. The documents are identical apart from being labelled either 'invoice' or 'receipt.' Can these be automatically merged since they are duplicates?

89 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Kate Champion shared this idea  ·   ·  Report…  ·  Admin →

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Justyn Butler commented  ·   ·  Report

    We receive a lot of automatic supplier emails that include both receipt and invoice PDFs in the same email.

    This leads to duplication in the inbox, or confusion if we only auto-publish one and the other is left behind.

    We would like to be able to set rules for which PDFs to process when receiving to the dext.cc email address, so that we can set it to ignore "receipt" PDFs in favour of "invoice" PDFs.

  • Luke Cousins commented  ·   ·  Report

    Agreed, this is a very common situation!

  • Carmen Morris commented  ·   ·  Report

    I'd also like to see the same feature available for delivery dockets. I'd like to be able to combine Dext Prepare items for publishing as supporting documents, even if nothing needs to be extracted from them when publishing.

  • Sarah Marsh commented  ·   ·  Report

    I absolutely agree and it's getting more common for suppliers to do this. I have to manually remove the receipt from the system and have had to turn off auto-publish for many suppliers for this reason. It's costing me time!

  • Josh Moore commented  ·   ·  Report

    I received an "invoice" and a "receipt" from the same customer. They have the exact same invoice ID shown on both. However, DEXT currently does not merge them, and instead treats it as two different transactions, and tries to push them both to Xero. The receipt and invoice is sent from Stripe, based on a repeating subscription. Feature request: If the invoice ID is the same between a receipt and an invoice, then DEXT should identify that they are for the same transaction and merge them / consider them duplicates.