This is part of our Automating Your Bookkeeping series (Chapter 3 of the Dext tutorial hub):

• Lesson 1: Setting Up Supplier Rules in Dext to Save Time
• Lesson 2: Using Line Item Extraction in Dext for Detailed Cost Coding
• Lesson 3: How Dext Prevents Duplicate Bill Entries
• Lesson 4: Tracking Vehicle Mileage with Dext
• Lesson 5: Managing Employee Expense Claims in Dext

Once you have coded a document from a supplier correctly a couple of times, a supplier rule saves you repeating the same coding forever.

1. Creating a rule from a coded document

Once a document is coded correctly, you can save that treatment as a rule for future documents from the same supplier.

2. What a rule remembers

Rules can remember the expense category, tax rate, and even a tracking category, so future documents need barely any review.

3. Keeping rules up to date

If a supplier changes what they sell you, update the rule so it keeps coding correctly rather than silently miscoding new charges.

4. Still worth a periodic check

Automation is not a substitute for occasionally checking your expense reports make sense overall.

Dext’s Help Centre has detailed guidance on rules and automation: watch the official Dext tutorial. Our offsite bookkeeping team can set these up properly for you.