81 results found
-
Supplier automatically set up as USD
Supplier tags automatically as USD or CAD
1 vote -
Ability to set up Default Smart Split Rules for All Customers
Ability to set up Default Smart Split Rules for All Customers
1 vote -
Invoice
Have an option to tick if we want everything default to Invoice regardless if it is an invoice or now
1 vote -
Ability to set up rules based on Currency
Ability to set up rules based on Currency
1 vote -
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 Delete the Projects list in Bulk
Ability to Delete the Projects list in Bulk
1 vote -
1 vote
-
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 -
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
-
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 -
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 -
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 -
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 -
1 vote
-
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
- Don't see your idea?