Dext can be set up to use smart rules to complete the data extraction process and automatically publish items direct to your cloud ledger. This functionality has the potential to reduce the processing time and handling costs associated with the processing of your supplier invoices.
The best candidates for auto-publishing are supplier invoices that are recurring and are consistently posted to the same general ledger account. Typically, items such as lease payments, utility bills and recurring costs can be set up in this way.
For instance, you may receive an invoice each month for the lease of the business premises which is always coded to 'Lease' and always has the same tax treatment applied. Rather than repetitively process the invoice month on month, update the supplier rules and turn on 'Auto-publish' so that the transactions are automatically pushed to the cloud ledger where they can be approved and paid.
To determine where this will be most impactful, focus first on your top 10 suppliers. Simply, click on Suppliers > Top 10 Suppliers. You can also click on the 'Items' column to see all suppliers in descending order of the number of items published.
To turn on auto-publish for specific suppliers (preferred method),
- Click on the supplier name
- Enter the Category, Tax rate and description
- Click ‘Auto-publish’ to turn it ON
You can also turn on auto-publish by simply clicking Auto-Publish symbol for the supplier. If the symbol is green, this indicates that Auto-Publish is turned on.
We do not recommend turning on Auto-Publish at the account level, ie globally for all suppliers, unless you have thoroughly reviewed all your suppliers for suitability.
More information on how to enable auto-publish for your suppliers can be found in the Dext Help Centre article - How to automatically publish items.
