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42 results found

  1. Export expense reports in MM/DD/YY format

    1 vote

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    1 comment  ·  CSV Export  ·  Admin →
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  2. export items via submission history

    2 votes

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  3. Would really like the new 'Extracted PO Number' field included in some of the CSV export options. Ideally the Dext Prepare Default to be specific

    1 vote

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  4. Export Archive data on a PER USER basis. I want to know who archived what items without having to go into each separate item

    2 votes

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  5. It would be great to be able to have the billable field as a sort feature, and available as a field to export.

    1 vote

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  6. Hi,

    I would like to suggest stripping purchase invoices that can be exported to excel with the line items and their cost so I can drill down and get a better idea of what is being purchased.
    It will also help me track price increases more efficiently.

    1 vote

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  7. Show the tax rate on the CSV export when downloading items

    5 votes

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  8. 1 vote

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  9. if we can download the tax into CSV. both taxes PST and GST each in separate column?!

    3 votes

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  10. Export DVO compatible Form of CSV

    1 vote

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  11. Attached is a template we need to integrate with our accounting software Intact. The software will group the transactions by account reference and remove the main header line so that we simply have the line items.

    Are we able to pay for this development because adding this feature will save my client a significant amount of time?

    1 vote

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  12. Currently, once an Expense Report is exported as a CSV file, only the Category's Name is visible regardless of the Category Display Settings. It would be great if the Code could be displayed too.

    1 vote

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  13. CSV files should be possible to allow bulk upload of items to be published on software, yes there will be no attachment, but it will allow tax verification oublishing as most softwares dont allow split tax items bulk upload

    7 votes

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  14. A Partner asked if there is a report that they can pull that shows which expenses had errors when publishing.

    1 vote

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  15. 2 votes

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  16. Decided to trial Dext Prepare for 12 months with a handful of clients.
    If we were to migrate the rest of our clients to you, we would need the additional functionality:

    1. Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc

    2. Some way of exporting the supplier list showing each default account category its set, plus the other fields including whether it is set to auto-publish. This would be for our financial controller to review the supplier config settings all in one go across all clients

    1 vote

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  17. Please can you add an export function to the client view page ?

    This would be really helpful to manage the team

    Thanks :)

    1 vote

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  18. When exporting to a CSV i usually use 'Dext Prepare Default' so that i can see the link to the invoice. I would prefer using the Sage 50 CSV but it doesn't inlcude the link to the invoice. Can we adjust the Sage 50 CSV to include this colum?

    1 vote

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  19. Ability to create Custom reports in the Submission History section of an account, and download the results in bulk.

    For example - a report of all the invoices that have been edited or deleted once they have been published.

    1 vote

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  20. Be able to export a list of all the set user defaults for payment methods to be able to see them all, if you've got lots of users, without having to click on the different pages.

    1 vote

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