Use Auto-Publish to publish documents from specific suppliers or customers or payment methods to your integrated accounting softwareautomatically as soon as they’ve been submitted.
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.
To turn on Auto-Publish for an individual supplier or customer:
- Access the Suppliers or Customers tab
- Click into the profile for the supplier or customer you’d like to set up auto-publish for
- Turn on the Auto-publish toggle.
You can also turn on auto-publish for all items by default from you accounting software’s settings page, by setting the ‘Automatically publish ALL items’ toggle to ON.
Before turning this on, you MUST ensure that you have set up all the necessary settings in your account and that you use the ‘Exceptions:‘ checkboxes to note any types of documents that shouldn’t be auto-published by default.
To turn on Auto-Publish for a Payment Method:
- Go to the Payment Methods page.
- 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.