53 results found
-
Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and i
Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and if it's paid or not.
2 votes -
Locking accounting period
I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.
2 votes -
Make fields mandatory before publishing an Expense Report
Make fields mandatory before publishing an Expense Report
2 votes -
Recording bank transactions properly as Debits or eTransfers
Many expenses are paid by eTransfer or Debit which is associated with a bank account. But when completing the payment/publish to section of the details, Dext only allows me to use Cheque for a bank account. The expense was not paid by cheque, it is an expense and should be posted as such but we should have the option of Debit or eTransfer when completing Publish to. This would be great.
2 votes -
Publish a Debit Card Refund to go back to the bank account in QBO
Publish a Debit Card Refund to go back to the bank account in QBO
2 votes -
Not Processing certain items such as Supplier Statements
A Feature that detects items/ PDF's that are not purchase invoices or receipts - e.g. doesn't not process statements, remittances, delivery notes, other misc docs etc
2 votes -
Bulk the transaction by suppliers and tax codes
It would be nice and time saving on my part if we could bulk transaction with by suppliers and tax codes as in Canada we have different tax code by provinces and need to currently change them. Other thing it woud be nice to extract the city or province in which the expense was place, and ig we could sort them, this would help save time, and make sure the tax code is properly inputed.
2 votes -
Publish Bank Match autofilled items to Bank Accounts instead of defaulting to Purchases
When using Bank Match with Xero, upon autofilling the information the “Publish to” destination will always default to Purchases. Can we also publish Bank Match autofilled items to Bank Accounts?
2 votes -
URL Memo Lines
Would it be possible to have the option to remove the URL memo line that comes when processing invoices/receipts? It appears on cheques printed and I have not seen a way to ensure it does not appear, besides viewing every single item published once it is in QuickBooks.
2 votes -
Payments on Invoices
Adding payments from invoices in Dext to the accounting software. For example, an invoice paid part cash or with two payments against the invoice, we can see the receipt / payment in the bank but we have to push this through to the accounting software before being able to allocate.
2 votes -
Sales Invoices, PO#, Site Name, Site Location
I have a client who invoices to a head office location and uses PO #'s, Site Names, and Site Location data fields in QuickBooks online for ease of reviewing the A/R listings.
At the moment, I have to publish the sales invoices in Dext, then re-open them in QuickBooks online, to add in the PO #, the site name, and the site location.
It would be great if this could all be done from within Dext.
2 votes -
Publish items to QBO as an expense rather than a bill or check
In QBO you can enter items as a bill, a check, a credit card transaction, and also as an expenditure. It would be wonderful if I could publish items to QBO as an expenditure from Dext for items that were paid with an EFT. Currently, if a client uploads a bill paid by EFT to Dext, I have to then manually enter it in QBO as an expense.
2 votes -
Auto-Archiving and Publishing
We have a client that has a vendor who sends everything to their Dext account (order confirmation, short stock reports, invoices, payment receipts). We would like Dext to be able to auto-archive those documents that are not invoices for this vendor and then auto-publish those invoices to Dext.
2 votes -
Set auto publish supplier rule within the mobile app
When you publish from the app it would be handy to be able to select “Auto publish next time” or ability to set supplier rules from the mobile app
2 votes -
ERPNext
Integrate Dext Prepare with ERPNext
1 vote -
Landscape Management Network
I would love to be able to dual publish to my estimating software in order for Job costing. golmn or Landscape Management network is the software.
They have a vendor bill upload, but your software is so slick. They are also connected with Zapier too.1 vote -
Record of partial PO matching
When an invoice is partially matched to a purchase order, a record of this should be pushed through to Xero (using the notes section on the PO), rather than only updating when fully billed.
1 vote -
Publish Transactions from Bank
Publishing bank transactions
1 vote -
Include Products when publishing line items to Xero
Include Products when publishing line items to Xero
1 vote -
Allow More than 11 Characters on the Document Reference Field for QuickBooks Desktop Integrated Accounts
To allow more than 11 Characters on the document reference number or invoice number field for QuickBooks Desktop Integrated Accounts. Currently, there's a limit of 11 characters (QuickBooks Desktop allows a max of 11 characters).
1 vote
- Don't see your idea?