Ability to turn off automated payment methods in Dext!
A lot of our client bank accounts in Dext are not linked to Xero (e.g. there might only be 5 accounts in Xero). But every time a new bank account is recognized it creates a new payment method in Dext. There's no use though in having 50+ payment fields in Dext when there's only a handful of bank accounts in Xero. And actively managing the payment methods in Dext isn't efficient.
Suggestion is that there's an option for a new payment method to be created. Or for the user to have the ability to turn off this setting.
This is applicable for most (if not all) our clients who have an extensive list of payment methods, but very few bank accounts comparatively. This means we need to sift through the payment method list when applying payments to invoices/ receipts.
Jack McCarron
supported this idea
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Ability to turn off automated payment methods in Dext!
A lot of our client bank accounts in Dext are not linked to Xero (e.g. there might only be 5 accounts in Xero). But every time a new bank account is recognized it creates a new payment method in Dext. There's no use though in having 50+ payment fields in Dext when there's only a handful of bank accounts in Xero. And actively managing the payment methods in Dext isn't efficient.
Suggestion is that there's an option for a new payment method to be created. Or for the user to have the ability to turn off this setting.
This is applicable for most (if not all) our clients who have an extensive list of payment methods, but very few bank accounts comparatively. This means we need to sift through the payment method list when applying payments to invoices/ receipts.