Pull In Matched Purchase Order Details
When a QuickBooks Online (QBO) purchase order is matched with a bill in Dext, the link is successfully added back into QBO. However, none of the purchase order details are carried over into Dext.
As a result, we still need to manually open the purchase order in QBO to confirm key information such as the associated customer/project and the product/service codes.
It would be very helpful if Dext could pull in this information directly from the matched purchase order, since the link between the two already exists. This would streamline the review process and reduce the need for manual cross-referencing.
Sophie Hoare
shared this idea
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Khanh Huynh
commented
Matching Purchase Order on Quickbook -> need to pull the item detail from the PO instead of just matching the PO number
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Nasim Morawej
commented
Automatically fetch the information included in Purchase order when matching an invoice to a PO. The information for what the product is, the class, etc is already in PO created in QBO and should be automatically populated when PO is selected from the drop down.
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David White
commented
Purchase Orders - the option to bring in the purchase order line item's description and nominal account from the purchase order in the accounts package
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frances.bradshaw
commented
Extra step by adding a button to tick when you match a PO only applicable if the invoice amount perfectly matches the PO’s “Use line split of matched PO”, which will essentially pass the line split of Xero PO’s and replace the Dext’s line split. This would hugely benefit because companies that have to manually create POs in Xero have to then duplicate the work in Dext by splitting all lines etc.