As a firm that is about to onboard more than 100 franchisees of a major national retail chain, we find that the supplier rules (terms and default GL account specifically) are going to be the same for all. We are stunned to find that a list of rules for suppliers or list of suppliers including rules is not something that can be exported from one and imported to the others and each will need to be set up individually. Please consider adding an "Export Rules"/"Import Rules" fucntionality or "Export Suppliers with Rule details"/"Import (of same)" functionality. We actively put all our clients on DEXT with QBO and Plooto as an app stack for more accurate record keeping and data management, but the set up is time consuming as one needs to navigate the supplier list (going in and out of each supplier to set the rules, and then being forced to return to list to do the next one). With over 179 supplier rules that are the same for these companies it's a full day to create them for ONE client, then multiply that by more than 100 clients with the same suppliers/rules
Ruth Noble
supported this idea
·
As a firm that is about to onboard more than 100 franchisees of a major national retail chain, we find that the supplier rules (terms and default GL account specifically) are going to be the same for all. We are stunned to find that a list of rules for suppliers or list of suppliers including rules is not something that can be exported from one and imported to the others and each will need to be set up individually. Please consider adding an "Export Rules"/"Import Rules" fucntionality or "Export Suppliers with Rule details"/"Import (of same)" functionality. We actively put all our clients on DEXT with QBO and Plooto as an app stack for more accurate record keeping and data management, but the set up is time consuming as one needs to navigate the supplier list (going in and out of each supplier to set the rules, and then being forced to return to list to do the next one). With over 179 supplier rules that are the same for these companies it's a full day to create them for ONE client, then multiply that by more than 100 clients with the same suppliers/rules