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1497 results found

  1. On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
    ie...Recurring charge, job number to apply to, personal. etc.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  2. Add a quantity box for the products / services box on the items details page - otherwise it's manual for partner to then add line items to determine the quantity of the product of the invoices

    5 votes

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    0 comments  ·  Publishing  ·  Admin →
  3. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
  4. When you drill down into a transaction and then close out of it, it takes you back to the start of the list. It would be good if it reverted back to the place on the list where you were when you drilled into a transaction.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  5. PayPal connection shows VAT breakdown and description of goods

    2 votes

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  6. When uploading statements, currently there is no option to have the statement date and the due date populate. These two dates can and mostly are different and if there was an option to be able to have both of those fields available, this would make it easier for accounts accrual, as well as being able to track future payments. Thank you.

    2 votes

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    0 comments  ·  Design  ·  Admin →
  7. 1 vote

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    0 comments  ·  Rules  ·  Admin →
  8. Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing

    152 votes

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    Under Review  ·  18 comments  ·  Publishing  ·  Admin →
  9. Set default currency for a user's expense reports

    10 votes

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    0 comments  ·  Design  ·  Admin →
  10. 1 vote

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    0 comments  ·  Bank  ·  Admin →
  11. Ability to add a the same Client account to multiple Partner accounts

    1 vote

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    0 comments  ·  Other  ·  Admin →
  12. Ability to filter Suppliers and see easily the ones who have "Smart Split Rules" set

    1 vote

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    0 comments  ·  Rules  ·  Admin →
  13. I am at the tipping edge of finding an alternative to Dext. I don't understand how Dext thinks it's OK to add/remove features that affect their user's workflow and client feedback without informing them. It doesn't look good for my practice or Dext.

    4 votes

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    1 comment  ·  Workflows  ·  Admin →
  14. Be handy to input supplier bank details so that also uploads to Xero to make faster payments

    7 votes

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    0 comments  ·  Extraction  ·  Admin →
  15. 7 votes

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    1 comment  ·  Workflows  ·  Admin →
  16. 14 votes

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    2 comments  ·  Design  ·  Admin →
  17. Sync Classes/Locations list for users integrated with Right Networks

    2 votes

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  18. Hello, I really need an option to download CSV and pictures (zip) at once with the option to arhive after I download.

    4 votes

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    0 comments  ·  CSV Export  ·  Admin →
  19. The ability to pin specific accounts/clients at the top of the client list.

    I believe this feature would help those that have access to 10s of different accounts, but only need to log into a select few.

    Perhaps not a fundamental change, however it would reduce the need to continuous search through a large client list.

    3 votes

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    0 comments  ·  Design  ·  Admin →
  20. Add a sub-header called 'Original statements' to the left of Source ID, used Dext for a while now, and only just found out it's for original PDF not an alternative for downloading in CSV etc.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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