Link your payment methods in Dext Prepare to Bank Accounts in Xero in order to publish transactions to the 'Purchases' section as 'Paid'
Note: this functionality is only available for Business Plus, Premium, Streamline and Optimize accounts. Find out more about the different Dext Prepare products here.
In order for Dext Prepare to publish your transactions as 'Paid' to 'Purchases', we need to know which Bank Account was used to pay for the item. Link your Payment Methods in Dext Prepare to your Bank Accounts in Xero to publish items to 'Purchases' as 'Paid'.
To link your payment methods to bank accounts:
- Access the 'Account Settings'>'Integration' screen
- Change the 'Publish items to purchases as' option to 'Paid (where possible)
- Access the 'Account Settings'>'Maintain Lists'>'Payment Methods' screen
- Use the dropdown menu in the 'Bank Account' column to match a payment card to the Bank Account it's associated with.
Now, whenever you publish a transaction which was paid for using this payment method, it will be published to the 'Purchases' section of Xero and marked as 'Paid'.
Please note that for the transaction to publish successfully the 'Paid' toggle on the item detail page need to be turned to 'Yes'.