You may find that doing your bookkeeping can get repetitive with similar suppliers coming through time and time again.

With Dext you can increase the information pulled through from invoices and receipts by using supplier rules. These can allow you to set the supplier details, the category, tax rates and more. This will then aid you to quickly check the information pulled through from the record without having to manually input the data yourself.

You can also set documents to auto-publish straight to Xero. This should only be used for suppliers that are you are certain will contain the information needed on every record. For example, you could have an EDF energy bill that always has the same information (VAT amount, number, name, Company details etc) which could then be automatically published.

If you are ever in doubt about setting supplier rules, email jonathan@co-accounting.co.uk and he can support this process of setting up the rules with you.