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1497 results found

  1. I would like it when I choose "maybe later" to not be the very next invoice when it asks if I want to create a rule. I don't actually want to set any rules for one of my biggest suppliers. There needs to be a "no" option.

    2 votes

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    1 comment  ·  Rules  ·  Admin →
  2. Duplicate Items
    When there are duplicates - give a choice as to which one is processed - sometimes the bad copy comes up as the original and it is not possible to process the good copy

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  3. Show the selected tax rates for Line items on the item's details page, instead of clicking on Edit Line Items to see them

    2 votes

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    0 comments  ·  Design  ·  Admin →
  4. Have a separate memo field for QBO intergated accounts - not use the description field, instead have both.

    2 votes

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  5. We are using Approvalmax for Xero integration and we noticed that the ABN/GST Check has dropped off once we change the integration. Can the ABN/GST still be retained as this is a critical point of checking? This would entirely make the job a lot easier & faster

    2 votes

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  6. I have a client who invoices to a head office location and uses PO #'s, Site Names, and Site Location data fields in QuickBooks online for ease of reviewing the A/R listings.

    At the moment, I have to publish the sales invoices in Dext, then re-open them in QuickBooks online, to add in the PO #, the site name, and the site location.

    It would be great if this could all be done from within Dext.

    3 votes

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    1 comment  ·  Publishing  ·  Admin →
  7. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
  8. Hi, there's a feature that our company could benefit from to increase productivity. When we are matching PO's to Xero, I am spending additional time writing out the line items from the PO. Please could I request a feature to pull through the line items from the PO into the invoice processing on Dext. This would would be greatly appreciated :)

    3 votes

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  9. Add a Class drop down when you upload bills that it places the uploaded bill in the selected class.

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
  10. Have the option to exclude surrounding from photos like tables or desks so only the document is visible

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  11. Adding payments from invoices in Dext to the accounting software. For example, an invoice paid part cash or with two payments against the invoice, we can see the receipt / payment in the bank but we have to push this through to the accounting software before being able to allocate.

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
  12. Exclude the RB abbreviation from the invoice reference in Xero when sending an Invoice from Dext Prepare to the accounting software without a Document Reference.

    1 vote

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  13. 1 vote

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    0 comments  ·  Other  ·  Admin →
  14. In the sense of after each upload an updated VAT total overall with everything that has been uploaded.

    3 votes

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    0 comments  ·  Other  ·  Admin →
  15. As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.

    2 votes

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    0 comments  ·  Design  ·  Admin →
  16. I want to be able to add Notes to Xero bills when I process them through Dext. Note, this is different from the bill description. This is a helpful feature to resolve my company's issue of dealing with a lot of suppliers that prefer BPAY as payment method. We want to use Parakeet in processing those bills, but the problem is, BPAY reference had to be put as Notes on the bill in Xero and I am hoping I can do that in Dext when I finalize the bill before pushing it to Xero.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  17. Have the option to differentiate credit card and expense claims transaction within Expense reports

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  18. 21 votes

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    0 comments  ·  Extraction  ·  Admin →
  19. Adding multiple projects to a single receipt with several line items

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
  20. Access to a "Demo client" to show new users different functionality of Dext when everything on their own personal account(s) are not yet setup.

    2 votes

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    0 comments  ·  Onboarding  ·  Admin →
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