46 results found
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Add more than one line at a time when adding line items
I'd love to be able to add multiple item lines at once. When you go in edit lines items you can add 1 line for different products per invoice sometimes I may have 10 products but i have to add 1 line at a time
2 votes -
2 votes
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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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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 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 -
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 -
Viewing source doc when setting supplier rules/splitting lines
When setting supplier rules and/or creating the line splits, being able to view the source document. Either showing the (scrollable) document in the background, or being able to move the window out of the way
1 vote -
Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/dissabled
Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.
1 vote -
Clicking TAB when entering category in line item instead of having to click with mouse
When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data
1 vote -
Ability to set up due dates for line items
Ability to set up due dates for line items
1 vote -
More Bespoke Line Item Extraction
I wonder if we can talk about Dext doing a more bespoke extraction - to pick up the bvat entires too please. Some lines are a mix of income & expendiures, such as winnings and costs, some with and some without vat, so it would be great if Dext could pick up these breakdowns too instead of the whole total for the line. It is very niche to horse racing - but we act for A LOT of clients in this sector, so this would be a game changer for us.
1 vote -
Show the "Quantity" field of the Line Items directly on the main page
Id like to see a 'Quantity' box on the front screen. Even if the data isnt read from the invoice it would be nice to have the ability to manually put it in.
I know its there is a spot if you click into he line items but it would be nice to have it on the main page for speed. ie for fuel litres especially as this then goes into a BAS.1 vote -
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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Time Saver
As per SAGE an F button that 'copies line above' - saves lots of time for user.
1 vote
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