Use Auto-publish to automatically publish documents from selected suppliers, customers, or payment methods to your connected accounting software as soon as they’re submitted.
Auto-publish works alongside Supplier and Customer Rules and Smart Split, allowing transactions to be coded and published with no manual editing.
Important: Auto-publish will only work for future items submitted after the rule has been created, since the system applies all rules after the data extraction process.
Turn on Auto-publish for an individual supplier or customer
Go to Costs or Sales, then open the Suppliers or Customers tab.
Find the supplier or customer you want to enable.
Turn the Auto-publish toggle to Yes.
Turn on Auto-publish for all Costs & Sales documents
Go to Business settings > Connections.
Click Manage next to your accounting software, then open Settings.
Scroll to the Automatic publishing section.
Turn the Auto-publish all items toggle to Yes.
You can also select which item types you don’t want automatically published in the Cost items exceptions section.
These exceptions apply to all Auto-publish rules that are enabled at the supplier, customer, payment method, or account level.
Important:
Supplier/Customer rules override all Account-level rules.
Payment Method rules and Approval Workflows settings override account-level and Supplier/Customer rules.
Turn on Auto-publish for a payment method
Go to Business settings > Lists > Payment methods.
Find the payment method you want to update.
Open the Auto-publish dropdown and select Yes.
Once enabled, any document assigned to that payment method will be automatically published after it’s been coded (a category has been assigned) and processed by Dext.
Important: Payment Method Rules take priority over Supplier and Customer Rules.
How do I know if an item was automatically published?
Open the item and go to the History tab.
If it was published manually, you’ll see:
“This item was published manually and archived by [user name]”.If it was published automatically, you’ll see:
“This item was published via autopublish and archived by Dext”.
Why might an item not be auto-published even if rules are set?
Common reasons include:
Essential fields couldn’t be extracted, or the item was flagged as suspicious
The item type is listed as an exception for Auto-publish
Required fields (such as the Category) couldn’t be completed automatically
Note: Auto-publish is not supported for desktop accounting software integrations (Sage 50, QuickBooks Desktop).