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  1. Hi, can you please allow us to be able to create our own excel output sheet. The data input can be extracted from line items and each "input column" can be added on the list similar to how projects are added. For example, if i could rename the "projects" list and use it as "departments", I should be able to input the department as a line item. when it comes to exporting the file, i should be able to choose which items on the list I want in the excel fine plus the order of it.

    2 votes

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  2. Export expenses in format that can be imported in Pastel Partner Supplier journal without so much editing needed

    1 vote

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

    4 votes

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  4. There will be usefull to be able to a montly report of all expense for sole entrepreneur without using another software

    1 vote

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  5. Enable two types of Export: "Export (and update the status) , Export (and do not update status).

    This would enable users to create excel extracts for offline analysis (I use it as a quick way to review income) without overwriting the "InReview / Ready" status info that is othewise visable in Costs Inbox view.

    1 vote

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  6. 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

    3 votes

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  7. Bring the CSV file back
    Or Add the Cash Book Format report as default

    2 votes

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  8. can you put the Tracking Tag category back on the expense report? (For us its the event that the expense is assigned to) The old report used to have it on.

    1 vote

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  9. export items via submission history

    2 votes

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

    5 votes

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  11. 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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  12. 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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  13. Show the tax rate on the CSV export when downloading items

    6 votes

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  14. 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.

    2 votes

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  15. 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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  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

    2 votes

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  17. 1 vote

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

    This would be really helpful to manage the team

    Thanks :)

    2 votes

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  19. Export DVO compatible Form of CSV

    1 vote

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  20. 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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