83 results found
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Have the option to extract a report for Auto-published items
Have the option to extract a report for Auto-published items
1 vote -
1 vote
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4 votes
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Completely dismiss the in app message that prompts the creation of Supplier rules
I would like it when I choose "maybe later" to not be the very next invoice when it asks if I want to create a rule. I don't actually want to set any rules for one of my biggest suppliers. There needs to be a "no" option.
2 votes -
Supplier rules bulk edit
The ability to bulk edit Supplier rules like Line item extraction and additional Accounting software.
45 votes -
Default Customer
Should be able to set a default customer for each user, or for each payment method. would help autofill that section for each cost item
3 votes -
Ability to export the supplier list and supplier rules
Ability to export the supllier list from the supplier tab including the supplier rules set for each supplier and the last invoice submitted.
Partner ideally wants to be able to see what category, tax rate and any other supplier rules are set against each supplier as well as details of the last entry.
53 votes -
Filter suppliers by tax rate
add the tax rate to applied for the suppliers filter results so we can save time by not opening the supplier entry form.
1 vote -
Select default type of Sales items with Customer rules
add option to select Default type of Sales invoice (Sales Receipt/Invoice) as a rule under Customers rules
3 votes -
Adding the ABN number for a Supplier as a Supplier Rule
Adding the ABN number for a Supplier as a Supplier Rule
6 votes -
Foreign Exchange/Reverse Charge Rules
I’d like Dext to read all purchases, identify any supplier with a foreign currency and apply a tax rate. I don’t want the supplier to be the determining factor. Let’s say that a client is on a work trip in France, there will be a number of purchases from various suppliers over the course of the trip, so we wouldn’t setup supplier rules because it’s unlikely that they’ll use the same restaurants again, especially if the trip is a one-off. But, all of the purchases will be reverse charge regardless of the supplier. Therefore, I’d like Dext to ignore the…
1 vote -
Assign the 'Publish to' field automatically based to Credit note if the 'Type' field is 'Credit Note'
If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.
8 votes -
Default Customer for Sales Invoices
Ability to set a general Sales Invoice rule, so that every invoice has the same "Customer" automatically selected.
1 vote -
Rules on a Category level
Default a tax rate from category.
Default a department by a fee earner (both are Tracking categories imported from Xero)
7 votes -
Universal Customer Rules
Ability to set Universal Customer rules for new and existing customers.
"Using the smart split option with supplier rules is very effective as you dont have many suppliers and each supplier has large number of transactions so it makes it worthwhile.
However with customers, they are usually unique, its a bit redundant setting smart split rules for customers due to 1-3 transactions per customer for most businesses. "1 vote -
The option to prioritise rules (e.g. supplier rules override user rules)
I have a client who uses expense reports and costs and they have department heads within the business whose expense claims go to a 'directors' department but their costs go to their actual department. We have submitter rules and supplier rules set up but when they submit all of their invoices are going to the expense department rather than the cost department,
The submitter (user) rule is overwriting the supplier rule. Is there a way to prioritise them?
Tabs1 vote -
Smart balance for split line rules
Under smart split rules, permit one or more line items to be fixed, with the remaining balance (whatever it may be - variable) is allocated to one or more additional line items for different categories (one or more).
Rationale: Some line items may be recurring for the same amount, while some line items may be variable amounts, and there may even be some line items that only periodically appear.
It would be nice to have the option of allocating the remainder (whatever it may be) to one or more line items where the amount typically varies.
1 vote -
6 votes
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1 vote
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Ability to filter Suppliers that have "Smart Split Rules" set
Ability to filter Suppliers and see easily the ones who have "Smart Split Rules" set
1 vote
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