1761 results found
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Download invoices from portal
When a customer sets up forwarding rules from an email or a website, sometimes the message sent contains a button that needs to be clicked so that the invoice is downloaded. The customer asked for functionality that downloads the invoice automatically and sends it to Dext Prepare instead of an interactive invoice which you need to click to view and download the invoice in question.
1 vote -
Pull statements through old to new line items
Pull through bank statements old to new
1 vote -
Flag clients with fees outstanding
Flag clients who may be on hold within the firm
1 vote -
ApprovalMax - Include the user who submitted the items in Dext when publishing to ApprovalMax
When we publish receipts to ApprovalMax, is there anyway we can add which user has sent them in?
1 vote -
Category field reminder to the user that uploaded it
Reminder to the user that uploaded the item to select a category
3 votes -
The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)
The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)
2 votes -
Assign multiple tracking categories to a document
Assign multiple tracking categories to a document
2 votes -
Ability to Delete the Projects list in Bulk
Ability to Delete the Projects list in Bulk
1 vote -
1 vote
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Option to add types to the "Document Type field"
Create and add new document types to the Type field on the item details page.
14 votes -
Limit what users can publish to a certain amount
We are wanting the employee to be able to only approve any invoices that relate to her department with up to a $5k limit. We want to limit the dollar value an employee can approve an invoice for. Ie if the invoice is over $5k they can't publish it
2 votes -
2 votes
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Attachments and Email Correspondences to Invoices
I would like to attach an email correspondence or Purchase Order to an Invoice after it is uploaded on Dext. Would It be possible to implement a feature to do this similar to how we can add notes to an Invoice?
1 vote -
Publishing History
Can we have a new publishing history so that we can see which users have published documents into the accounting software rather than having to find each document and look at the 'history' tab as some clients publish documents incorrect so a new tab would be easy to identify all documents that they have publish.
9 votes -
2 votes
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1 vote
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1 vote
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Workflow Max Integration
Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?
3 votes -
Option to hide irrelevant fields
Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”
11 votes -
Supplier Drop Down Menu
With the drop down menu for the Supplier , any chance this could start from the letter of the alphabet that the Supplier has defaulted to i.e. we have 3 different restraunts so we have set up 1 for each resturaunt with the resturaunt name at the end . Currently you have to retype the supplier name to start the search . and we do this for several of our suppliers - Hope this makes sense :-)
1 vote
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