81 results found
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Set a rule for adding a surcharge to receipts that do not have the surcharge to enable the receipts to correctly match the bank transaction.
Is there any way in Dext to set a rule for adding a surcharge to receipts? This is an amount ON TOP of the receipt amount. I'm based in NZ and many companies (especially cafes) add a percentage surcharge for credit card transactions.
The problem is that the receipt they give us does NOT have the surcharge amount. So for one cafe we visit regularly, if the receipt says $10 the actual amount that appears on the credit card statement is $10.25, due to them adding a 2.5% surcharge for credit cards.
What I would love is a way to…
2 votes -
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 -
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 -
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 -
"Mark as rebillable" as a Product and Services rule
Make Product and Services rebillable by default
2 votes -
Basic User - supplier rules
Allow basic users the ability to set supplier rules for suppliers entered by them.
2 votes -
User submission rules
I would like to be able to set up rules based on who submits an item. Like supplier rules, but for Dext users. That way I can default all the US workers to 0 GST for Canadian company.
2 votes -
Prevent statements being published to QuickBooks
Stop client publishing supplier statements to QuickBooks
2 votes -
Supplier rules at product/service level
Currently, Supplier rules can be categorized as GL accounts. One partner's workflow would benefit greatly from the automation of setting supplier rules when they track by product/service. We already capture at that level from an individual document publishing perspective, so why not add that visibility in the rules area?
1 vote -
Use Supplier rules or not?
Would it be possible to include a check box to either include or not include supplier rules or Line items within supplier rules? We utilise the supplier rules on about 40% of invoices but the others we dont and its a bit of a pain to have to go into the rules/lines each time to delete them off.
1 vote -
Rental Properties Supplier rules
Set supplier rule for rental properties
1 vote -
Global Smart Split Rules - Choose Vendors Applied to
Set smart split rules globally then choose which vendors the rule applies to. Having to create on each individual vendor is annoying.
1 vote -
Select a publishing destination for a document type
Publishing rules based on a document type
1 vote -
Project Defaults to also apply to Sales
project user defaults to also apply to sales items uploaded by specific users.
Currently Dext only apply project defaults for users to apply to costs.
1 vote -
Supplier Rule for Category to Blank
I would like to be able to set Supplier Rules for Category to Blank so that an error is created and the receipt cannot be published unless the bookkeeper sets the Category manually.
1 vote -
Archiving option for Supplier rule.
Archiving option for supplier rules
1 vote -
1 vote
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Account wide rules for project/branch
Account wide settings for project
1 vote -
Supplier rules that allow you which file type Dext Prepare should pick when an email submission is used
It would be great if a supplier rule could be created to remove receipts where an invoice exists.
1 vote -
Notes for suppliers.
Being able to add notes for certain supplier that don't need to be published to the accounting software.
1 vote
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