83 results found
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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.
86 votesThanks for the feedback we are exploring
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Be able to achieve expenses automatically by rules or via toggle on/off approach under each suppliers profile
Be able to achieve expenses automatically by rules or via toggle on/off approach under each supplier profile. Currently, the only way is to select the row and then click 'archive' 🤷
1 vote -
Supplier name rules & Customer billable rule
I need to be able to set a rule for fast food and other restaurants. Different towns may use a different number etc with causes Dext to create a new supplier. I need it to allow a rule that if "this" is in the document name, then "this" is the supplier.
Also, if a bill is marked for a specific customer then it should automatically be marked billable.
1 vote -
Default supplier for document user
Is there a way that when a specific user uploads a document, it goes to a default supplier name? We are trying to do it so that when an employee uploads directly from their email it goes to their expense supplier in Xero, but a few have been missed. Is there a way to make it so that it is a default supplier on Dext?
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.
2 votes -
"Remember Supplier Rules" Pop Up
You must eliminate the software automatically asking you "Would you like to set some of the details that you've entered in this item as a rule for. Set Supplier Rules Maybe later" every time an entry is made. In my business, I have a different description every time for my vendors. It is how my job costs. This message pops up every time and requires me to push publish twice on every entry. It is the most frustrating thing and wastes my time when I have hundreds of entries. The software didn't always do this and now that the problem…
2 votes -
History of supplier rules
Ability to check when a supplier rules is set
2 votes -
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 -
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.
5 votes -
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 -
Multiple Supplier rules for one supplier
The ability to set multiple supplier rules for a single supplier.
206 votes -
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 -
Discount on A/P Bills
Some of our vendors allow a percentage discount on the "Subtotal" Amount of our A/P Invoices/Bills. We would like to be able to create a "Negative" Discount Smart Split to Calculate on the "Subtotal Amount" and be a Negative Number.
2 votes -
1 vote
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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.
7 votes -
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 -
Account wide rules for project/branch
Account wide settings for project
1 vote
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