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1788 results found

  1. Clone a Mileage Claim for repeated Journeys (Just change the dates)

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  2. Add receipts directly to an expense report instead of uploading to costs and then adding to expense claim. Helps a lot if you have a full inbox so that the receipts aren't processed and then lost in the mix when you already know they're for an expense claim

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  3. I have a client with two accounts with a particular supplier. While I am able to connect these two accounts through Fetch, in Dext I would like to assign the invoices from each account to a different supplier. Dext currently extracts the supplier from the invoice, and therefore both accounts are being set to the same supplier.

    It would be helpful if on a Fetch connection we could override the extraction by setting a specific Supplier per Fetch connection. This would ensure the documents from the two fetch connections are correctly allocated to the supplier accounts I wish to use,…

    1 vote

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  4. Other idea

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  5. Where there are outstanding Invoices and a supplier statement has not been provider by the supplier, the ability to request for that statement to be requested. Similar to requesting the individual invoices from the statement.

    1 vote

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  6. Have the "Export" tool that is available on the other screens on the "Approvals" screen plus add other columns of data as well.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  7. It would be great if we could customize the details tab with a few of the fields. Product/service seems to be a reoccurring issue for my clients thinking they need to populate something here as it is on the details screen. So they add things like the word 'supplies' but it is not necessary. It would be great if we could remove it from the screen I do not use. thanks Jill Smith Saved by the Bookkeeper.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  8. Shocked that this isn't already a feature, to be honest! Bank Match info just disappears once Items are Archived. I am often referring back to archived transactions, and not having the full record of what info was shown when it was published is just annoying. Having to unarchive it, and then go back to the Inbox and scroll to find it is really cumbersome. This data is clearly still in Dext, so please just surface it the same way you do in the Inbox.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  9. supplier statements only works with PDF. A lot of clients send JPG - can this be rolled out to include JPG upload please?

    4 votes

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  10. The ability to add a supporting document to an expense report that doesn't have an expense amount tied to it. For example, an email that has an explanation of some receipts that is length, or a breakdown of a group of expenses, etc but don't have an actual line item amount to expense that is associated with the attachment.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  11. Added Totals of multiple receipts by Project or PO#

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  12. Expense reports - make the copy that exports to the employee and also QuickBooks Online match the line items detail inputted. Very inconvenient for them not to match.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
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  13. Can the narrative descriptions from line items be available in the description box on Dext, or that extracted data more easily copied and pasted across from line items into the description box?

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  14. an option to set up reminders to client either via emails or push notifications for submission/ uploading bookkeeping information to dext on a monthly/weekly basis.

    1 vote

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  15. Add the ability to approve more than just invoices. We rely heavily on purchase orders, and purchase order matching for our business, and would love to see this added to Dext's approvals, along with the ability to approve new suppliers. This could link to data already captured in Dext, and be share amongst Vault, Bills, and Approvals to give a cohesive picture.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  16. Unfortunately, simply not putting the customer on the line item does NOT solve the issue. I track my costs to my customers but sometimes I include the subscription for QBOnline and sometimes I invoice for it. I ALWAYS track my specific costs to a customer whether it is billable to them or not as I use PROJECTS. Please fix this. It's a simple toggle on each line item - billable? YES/NO. I have multiple customers that use this feature as we use projects extensively (architects, interior design, etc.). AutoEntry can accomodate this need.

    1 vote

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  17. Can you please get Dext to read cash as a payment method.

    this will assist greatly where clients make many cash payments from the daily cash takings.
    this in turn will assist in linking the cash payments to a quickbooks ledger account - cash to be banked and offsett it there.

    5 votes

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    1 comment  ·  Extraction  ·  Admin →
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  18. I hope this message finds you well. We’ve been experiencing an issue with VAT handling on receipts for non-GBP payments in Dext.

    When we upload receipts in non-GBP currencies, Dext appears to automatically read and include the VAT. While this is helpful for GBP transactions, it creates complications for non-GBP payments, as we then have to manually adjust the VAT to zero before exporting to Xero.

    We would like to know if there’s a way to automate the VAT treatment for non-GBP payments so that VAT is set to zero by default, or if supplier-specific rules can be applied to…

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  19. When using the create mileage feature it would be useful if the number of miles was shown as the quantity and the unit price showed as the 45p (less VAT) claimable

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  20. The Dext mobile app can be improved if there was a second button to trigger the main camera's auto-focus before taking a picture. It would be more convenient than having to moving the phone closeup and back to trigger it manually. Also, most phones nowadays have multiple cameras. The ability to alternate/select different cameras (at least in the settings) is rather expected.

    5 votes

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    0 comments  ·  Mobile  ·  Admin →
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