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1497 results found

  1. Create and add new document types to the Type field on the item details page.

    14 votes

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    5 comments  ·  Extraction  ·  Admin →
  2. 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

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    0 comments  ·  Publishing  ·  Admin →
  3. 2 votes

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  4. 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

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    0 comments  ·  Other  ·  Admin →
  5. 2 votes

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  6. 1 vote

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    0 comments  ·  Design  ·  Admin →
  7. 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

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  8. 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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    0 comments  ·  Other  ·  Admin →
  9. Classes in QuickBooks Online are called 'Projects' in Dext with the Approval Max to QBO integration. It should be 'Class', why give it a different name?

    3 votes

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  10. Ability to turn on the 'Domestic Reverse Charge' for Sales invoices.

    5 votes

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    0 comments  ·  Other  ·  Admin →
  11. Have the option in settings to show a column with “net amount”.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
  12. Option to purchase additional bundles for Line Item extraction. Currently the highest plan does not cover the needed documents for Line Item Extraction and would be great if there was an option to purchase additional bundles to cover the needed limit

    3 votes

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    Under Review  ·  1 comment  ·  Direct  ·  Admin →
  13. 5 votes

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  14. 2 votes

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    0 comments  ·  Mobile  ·  Admin →
  15. It would be great to add a button (Funds Received) to the sales section. When uploading invoices, it would be good to select whether the customer paid or not. same like in the cost section. Thank you

    1 vote

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    0 comments  ·  Design  ·  Admin →
  16. 1 vote

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    0 comments  ·  Rules  ·  Admin →
  17. Show separate tax columns in Flexible Columns for secondary tax rates instead of showing just the total Tax amount column.

    4 votes

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    0 comments  ·  Other  ·  Admin →
  18. To create a delivery/collection report list.
    At our company we have delivery dockets, which we only need the customer, date of delivery/collection, the product type, and product quantity.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  19. The customer gave feedback that the usage of the account is way more accessible in the 'Dashboard' page as it was before.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  20. To put different colour flag for the items in the Inbox so users wouldn’t have to go through all the invoice sitting DEXT inbox and check what belongs to them.

    57 votes

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    Under Review  ·  4 comments  ·  Workflows  ·  Admin →
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