1497 results found
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1 vote
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Ability to add a password protection to client accounts
Ability to add a password protection to client accounts - I would like to be able to require a password should i wish to click into one specific client
1 vote -
Customize Line Items order in CSV Exports
We would like to be able to have a CSV Line Items format that allows us to customize the order of the Line Items themselves
1 vote -
landlord rental incomes
when one looks after a block of flats say 34 in the block and is dealt by the managing agent -the agent end of month produces a document giving income for say 3 flats and charging 3 management fees on the same document -so 3 rentals income needs to be split as do the managment fees--ideally with out having to split or convert etc
1 vote -
Support for Accented Letters for French transactions in Bank workspace
Can you request the development team to support accented letters for French transactions in the Bank workspace? It shows as Virement annulé instead of Virement annulé
1 vote -
GST greater that PST or QST
Would need Dext be able to handle documents with greater GST than QST or PST. Currently, need to manual change in QBO
9 votes -
2 votes
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Have the option to remove a publishing destination
Have the option to remove a publishing destination from the "Publish to" field so client do not publish accidentally to the wrong destination.
2 votes -
2 votes
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1 vote
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Extract Sales Credit notes with the relevant document type
recognise sales credit notes when uploaded - if a client submits a credit note, it is currently processed as a Sales invoice, instead of Sales Credit note
3 votes -
Archiving option for paperwork match via System settings
Archiving option for paperwork match via System settings
3 votes -
1 vote
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2 votes
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Default Customer for Sales Invoices
Ability to set a general Sales Invoice rule, so that every invoice has the same "Customer" automatically selected.
2 votes -
Assign Class when submitting via email.
Assign Class when submitting via email.
3 votes -
Sticky Notes
I would like the ability to add a ‘sticky note’ to the image in Dext to provide more background info that someone searching the document might need after the fact. I don’t care if it’s visible in Sage or QBO, but its sometimes nice to draw attention to a change or a formula error or adding error on something submitted by staff so that whomever is approving the invoices gets the full picture....description field is not visible when I export a pdf list to my CEO to show what’s being paid on a particular pay period so that doesn’t help…
2 votes -
More options to notify users
I would like to be able to notify users that their info is incomplete when I’m working in Dext. I would like more ways to indicate follow-up on the main inbox screen....there is only one flag - I’d like to have a visible note field below it or beside it to say what’s missing or what’s needed
Backups to OneDrive or wherever should include the category code/project/etc - if not, we’re just backing up an image of the receipt/invoice which is not very helpful if you are looking something up years later or if you ever discontinue using Dext.2 votes -
Scroll bar
Please put top and bottom arrows on the right scroll bar, it will make it easier to scroll when searching for an item. The current way is not easy to use and screen always goes back to top.
1 vote -
Leave the original list names, instead of Projects with ApprovalMax
Fix "Projects" names of the lists and set them to the originals when integrated with ApprovalMax
1 vote
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