Use Auto-Publish to publish documents from specific suppliers, customers or payment methods to your connected accounting software automatically 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.
- Turning on Auto-Publish for an Individual Supplier or Customer
- Turning on Auto-Publish for a Payment Method
To Turn on Auto-Publish for an Individual Supplier or Customer:
- Access the Suppliers tab under Costs or Customers tab under Sales.
- Update the Auto-publish toggle for the suppliers or customers you’d like to set up auto-publish for.
Turn on auto-publish for all items by default by navigating to Business Settings > Connections > Manage next to your connected accounting software and then turning the Automatically publish all items toggle to Yes.
It is essential that you select any types of items that you wish to exclude from being auto-published before turning this setting on. In the ‘Cost items exceptions‘ section, select the type of items that you do not want auto-published.
To turn on Auto-Publish for a Payment Method:
- Navigate to Business Settings, Lists and then Payment Methods.
- Click on the Auto-publish dropdown for the required Payment Method and select Yes.
Once this is set, any submitted document that has been paid using this payment method will be automatically published to the connected accounting software after it’s been coded and processed by Dext.
Note: Payment method auto-publish rules take precedence over Supplier-based or Customer-based auto-publish rules.