46 results found
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Separate gratuity field
It would be helpful if there was a place to separate out the gratuity on a receipt. Those aren't taxed so we have to go in after and adjust the tax amount that Dext calculates. We still want to track that portion of the expense for CC matching, etc.
1 vote -
Option to filter items by Line Items, and Customer Name assigned within the Line Items
I am exporting transactions for a customer into a CSV file and I can't seem to capture any line items transactions for that customer. The filter doesn't seem to capture any invoices that have that customer listed in the line items. As some of our invoices can contain several customer names, we apply the names in the line items. Is there a way to filter by customer and by line items?
We are missing a huge amount of invoices for particular customers in our transaction reports for monitoring.
1 vote -
Option to enable Automatic Line Item Extraction by client for all uploads rather than by supplier.
I am trying to turn on line extraction for a client for all uploads. Is there a way to do this rather than by supplier?
1 vote -
1 vote
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Secondary tax field in line items for Canadian clients with QBO
Add a field for secondary tax rate in line items so we can split a tax with 'Extracted Amount' correctly. Otherwise right now QuickBooks calculates is automatically based on the tax rate percentage and the amounts are not correct.
2 votes -
2 votes
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Time Saver
As per SAGE an F button that 'copies line above' - saves lots of time for user.
1 vote -
1 vote
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Lite items tax order
Sort the tax for cost to be on the top for the line items
1 vote -
Bank Deposit Slip line items
For Bank Deposit Slips: Usually there are a few items when we make a bank deposit at one time, afterwards we will upload attach it to Dext, of which we have to do the line items and repeat filling out all the individual items with all details again. Those line items indeed have been uploaded and reported on Dext as each individual item. Could it be simplied that each line items could refer to the ID # as assigned on Dext instead of refilling to the line items individually again? Thanks
1 vote -
Line Item Extraction availability
Enable line item extraction to certain countries they are not available even with the relevant plan.
2 votes -
Line item extraction report
Ability to see a report of where the line item extraction is used for a certain period.
2 votes -
Not VAT registered
VAT treatment -
Where the company is not VAT registered and the VAT in settings is set to not extract the VAT it would be good if Dext recognised when creating the line items that did have VAT and it was able to add this to the net amount so that no manual adjustments had to be made. Thanks
2 votes -
Ability to move line items up and down from one another
When creating multiple line items manually, you should be able to move line items you have created up or down by dragging them. Sometimes I want to arrange them in an order that makes more sense but cannot, without deleting and redoing the line items.
1 vote -
Flag individual line items within an invoice / upload
Flagging individual line items within an invoice, when creating multiple line items (for ease of reference when there are queries relating to specific parts of an invoice or group of receipts).
1 vote -
Making Boxes in Line Items clearer - with a green border
The boxes we have to type into in the Line Items area are extremely faint so it is time consuming sometimes when clicking slightly above or below or beside and nothing happens. I would suggest making the perimeter of these boxes in the Green so its easier to work with.
1 vote -
Extract Item Descriptions with QTY & Price
Auto pull the invoices item description like the other fields. Example Item, QTY, Color, Price.
4 votes -
Ability to enter negative figures in the supplier rules e.g. tax and NI deductions on payslips
I use moneysoft to provide payroll, and email the payslips to Dext. I have to manually enter minus signed in front of the line items to account for tax and other deductions.
2 votes -
Customer Line Item Smart Split
The ability to use Smart Split rules for customers with sales invoices
7 votes -
Line Item extraction to product
Hello! We would really like to see line item extraction connect to Product/Services in QBO or items in QBD
2 votes
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