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  1. Auto-archive without publishing (supplier rule)

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    1 comment  ·  Prepare » Rules  ·  Admin →
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    Emma Ferguson commented  · 

    We have been working to streamline and optimize our bookkeeping for our clients and often set up rules in Xero for recurring vendors. Sometimes, the client submits backup for these charges to Dext Prepare as well. But, since it is set up as a supplier rule in Xero, we do not need the backup to publish from Dext. It would be great to have the option to "Auto-Archive" in the supplier rules for these use cases. I know we have the Auto-publish option, but the Auto-Archive would also be super helpful.

    Emma Ferguson supported this idea  ·