Which Suppliers Should I Set Supplier Rules For?

Use Supplier Rules to establish routine behaviours that take affect whenever documents from specific suppliers are uploaded to Dext Prepare.

Since Supplier Rules will take effect for every piece of paperwork that’s uploaded from a supplier, it’s generally more effective to set them for a supplier that’s regularly used in the same contexts.

Train tickets, supermarket receipts, parking charges or other regularly used and trusted suppliers are perfect for setting Supplier Rules because they are usually paid in the same way, and are unlikely to vary.

Suppliers you do not use very often, or suppliers where details like due date, category or paid status often change may not be suitable for Supplier Rules.