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1497 results found

  1. Ability to sign out everywhere by account (not the same as removing all trusted devices, just signing out) - we access some accounts on remote desktop's that others come to use and we want to be able to sign ourselves out of our account on that device.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  2. 1 vote

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  3. Ability to move lines up and down when doing split lines.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
  4. The ability to group Clients and/or members of My Team into groups to streamline the process of adding clients and/or staff to Dext, so that both lists are scalable for growing companies.
    For example, we have three (so far) back office teams, one front office team, and admins. It would be helpful and much less time-consuming if Clients and/or Team members could be grouped together to mass-add a new client or employee to the system.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
  5. Please make an AI effort to populate customer, class and/or location fields, based on the QBO list of what is available.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  6. Bulk edit due date

    16 votes

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    1 comment  ·  Expenses  ·  Admin →
  7. Have Dext read Customer info and allocate so its not manual, ie if customer info is on invoice that it reads and allocates

    2 votes

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    1 comment  ·  Extraction  ·  Admin →
  8. if i enter a value that i'm pasting it may come formatted with commas separating thousands 000, the UI should handle this. Ideally with currency symbols.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  9. There is a huge problem right now with PO matching within Dext. The partial match of an invoice with a PO doesn't work properly.

    If a PO is 1000 $ and I have an invoice of 500$ for this PO, I still need to match my invoice and remain open, because I'm going to receive future invoices related to the same PO later. However, right now, the PO matching doesn't work with partial amount.

    ***NOTE : PO match is not equal to PO being closed. I'm not talking about the PO being close, I'm talking about PO being matched and…

    2 votes

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  10. Provide calculation of GST and publishing of GST only when both GST and PST are present on an invoice.

    The extracting and calculating seem to be already in place and correct. It's a matter of publishing.
    The proposed function is when a 2nd tax is NOT active (PST) and the user uses the GST/PST BC extraction method, that it will only publish the GST amount (5%) and the PST amount (7%) will be added to the expense, NOT the GST (tax) amount.
    This will calculate the taxes properly when both taxes are present.
    This will allow the user to create…

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  11. Proposed budget submissions

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  12. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
  13. A warning to appear when a file is uploaded which exceeds the size limits

    1 vote

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    0 comments  ·  Other  ·  Admin →
  14. We have 3 separate businesses. Sometimes invoices for Business A are uploaded to Business B. Add an option to transfer invoices between businesses without downloading and then uploading them to the correct account.

    11 votes

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    3 comments  ·  Expenses  ·  Admin →
  15. If Cost invoice has order number or reference for Example for garages this could be Car Reg No or for other businesses this could be customer name, if this could be auto read & entered as description this could save a lot of processing time

    21 votes

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    0 comments  ·  Extraction  ·  Admin →
  16. Add settings to automatically shorten reference numbers when they exceed the 21-character limit for QuickBooks Online integration. This is an issue for Starlink invoices, especially. INV-USA-########-#####-##

    1 vote

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  17. There is a problem in DEXT for QBO
    When you have a supplier who provides a lot of invoices and credit notes at the same time Dext recognize them as set in default or in supplier rules.
    It means that if default is Bill - then all credit memos are marked with error. I guess in time of AI it is not too difficult to teach Dext to make a switch between Bill and Credit Note in "Publish to"
    It would save a tons of correction I have to do manually now. In QB desktop it was working as it…

    1 vote

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    Under Review  ·  0 comments  ·  Extraction  ·  Admin →
  18. Please add a box for Purchase invoices which emanate outside of the EU e.g UK based and US based suppliers.
    Currently

    1 vote

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    0 comments  ·  Design  ·  Admin →
  19. Could you un-highlight the 'supplier rules' if they have already been set up. So this would only be highlighted if no supplier rules are set up.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  20. restrict Admin users to see only certain users, not have access to all via the My Team menu

    5 votes

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