Use auto-publish in conjunction with Supplier and Customer Rules and Smart Split, and transactions can be categorised and published without any editing beforehand.
Keep in mind that auto-publish settings set via approvals will override any other auto-publish settings set by item type, payment method, supplier etc., as any items that require approval will always go through the approval process before auto-publishing, regardless of if they have auto-publish rules set up.
You can also turn on auto-publish for all items by default from you accounting software’s settings page, by setting the ‘Auto-publish all items’ toggle to Yes.
Before turning this on, you MUST ensure that you have set up all the necessary settings in your account and that you use the toggles in the ‘Exceptions‘ section to note any types of documents that shouldn’t be auto-published by default. Set a toggles to Yes to exclude it from auto publishing.
We are currently rolling out a new process for setting exceptions for auto-publish when turning it on for all items. Instead of setting a toggle to ‘Yes’ to exclude it from auto-publish, there is an Auto-publish column where you can set the toggle to Yes to include in auto-publish or No to exclude it.
If you are using the legacy version of Dext you can turn on auto-publish for all items by setting the ‘Automatically publish ALL items’ toggle to ON. You can then check the boxes next to the items you wish to exclude from being auto-published.
Click on the ‘Auto-publish’ dropdown for the required Payment Method and select Yes.
Once this is set, any submitted document that was paid for using this payment method will be automatically published to the integrated accounting software after it’s been coded and processed by Dext Prepare.
Payment Method auto-publish rules take precedence over Supplier-based or Customer-based Auto-publish rules.
