I receive bills into xero from some suppliers. The suppliers don't know how to represent the bill for our use so it would be good if we could create a rule to apply to a bill so it can be coded correctly. This is most obvious when receiving invoices from a company that we have an account with. They might code the item as 1 item at $xx, whereas we want to code it as yy items @ $dd and I want to associate an item with the expense. I see this all the time with my Ampol fuel account. The time taken to step through and change each line item on the invoice when in Xero is significant. I feel applying a rule would make it much easier and productive. As it stands the integration with the Ampol service does not provide significant benefits. I feel it should be a Xero task and not a supplier coding issue (they don't know about items in our xero systems, etc). A solution would add considerable value and save time.
The attached images shows the idea. The rules could work the same as the Bank Rules by matching on text strings.
Stephen Parker
supported this idea
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I receive bills into xero from some suppliers. The suppliers don't know how to represent the bill for our use so it would be good if we could create a rule to apply to a bill so it can be coded correctly. This is most obvious when receiving invoices from a company that we have an account with. They might code the item as 1 item at $xx, whereas we want to code it as yy items @ $dd and I want to associate an item with the expense. I see this all the time with my Ampol fuel account. The time taken to step through and change each line item on the invoice when in Xero is significant. I feel applying a rule would make it much easier and productive. As it stands the integration with the Ampol service does not provide significant benefits. I feel it should be a Xero task and not a supplier coding issue (they don't know about items in our xero systems, etc). A solution would add considerable value and save time.
The attached images shows the idea. The rules could work the same as the Bank Rules by matching on text strings.