81 results found
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Assign a tax rate to a category
Have the option to assign a tax rate to a category so a certain tax rate can be applied once it is selected automatically.
1 vote -
Auto-publish only flagged items
Only allow the system to auto-publish items after they have been flagged by the user.
1 vote -
Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.
Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.
4 votes -
Ability to Delete the Projects list in Bulk
Ability to Delete the Projects list in Bulk
1 vote -
1 vote
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Publish as field - supplier rule
Be able to set the 'publish as' field per supplier
1 vote -
User rule for "Publish as"
Have the option to set a User rule so that when a user submits and item the "Publish as" field is set to a certain setting (Draft, Awaiting Approval, Paid). Instead of having an account-wide rules only.
1 vote -
If this, then Global Supplier rules to reduce duplicate supplier creation
Be able to set up a rule outside of supplier rules (sort of like a global rule) that when a vendor/supplier gets recognized that is close to the name of an already created supplier that it will auto-change the supplier name and apply the supplier rule for that name.
For example, a lot of gas stations and restaurants will have names that have the brand followed by a street or location, such as Esso on Main Street. Instead of creating a new supplier called Esso on Main Street, the global rule could say something like: If Esso is in the…
2 votes -
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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Supplier Rule: Set Date Format
There should be a set "date format" option for supplier rules. I have a specific supplier whos dates are always a mess yet they format it consistently in their invoicing. Dext will not consistently read it.
67 votesThanks for the feedback we are exploring
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Rules for multiple tax rates for a single item
If an invoice has both zero-rated and 20% VAT it won't pick that up.
2 votes -
Option to apply the Duplication Settings across all client accounts
Have the option to apply the Duplication Settings across all Client accounts so it doesn't have to be updated client by client.
6 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 -
User Rule for a Supplier
Set a rule for a user which will apply a certain supplier with its rules to the invoice submitted by the user no matter the supplier on the invoice.
3 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 -
Merge Customers
Currently, there is a tool to merge suppliers in Dext Prepare. It would be good if the same tool is created for customers as well.
5 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 -
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 -
Set rules for Expense Reports
Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination
3 votes
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