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1788 results found

  1. I am wondering if Dext can issue purchase order

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  2. When you want to create a split on a bill you should have the option to add in that split different products and services, not only category

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  3. 2 votes

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  4. Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  5. I would like to see Starlink as a Supplier for Invoice Fetch.

    1 vote

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  6. Archiving option for supplier rules

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  7. Ability to add a PayPal Bank Account in the list

    6 votes

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    0 comments  ·  Bank  ·  Admin →
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  8. 1 vote

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  9. 52 votes

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    1 comment  ·  Workflows  ·  Admin →
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  10. 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…

    5 votes

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    1 comment  ·  Rules  ·  Admin →
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  11. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  12. Integrate one Sage Accounting file to multiple Dext Prepare accounts

    1 vote

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  13. 2 way sync between Dext and Xero. It is common that once we post documents to Xero we then edit/update them in Xero. It would be helpful if the edit was also reflected in Dext or vice versa . This would be helpful as then when exports are made from Dext they will reflect Xero exported reports.

    3 votes

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  14. Option to export multiple files to PDF but not as a single file, but individually

    2 votes

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    1 comment  ·  Workflows  ·  Admin →
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  15. Ability to set up commissions in Sales items. For example cases, where a broker gets commission (which is cost for the client) for the client's Sale.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  16. Currently, once an Expense Report is exported as a CSV file, only the Category's Name is visible regardless of the Category Display Settings. It would be great if the Code could be displayed too.

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  17. Enable or disable options in the settings to choose a project that as being configured in the bookkeeping software from the app right after the picture as being taken. So it's easier to follow what for the purchase as being made for.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  18. 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

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    0 comments  ·  Rules  ·  Admin →
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  19. Train the system to extract supplier names based on other data aside from the logo written on the invoice eg. if it comes from one particular email we can set it to know it is one particular supplier

    9 votes

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    1 comment  ·  Extraction  ·  Admin →
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  20. Ability to sync Supplier names between Dext and Xero without the need for a record next to the relevant supplier in Xero.

    1 vote

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