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1498 results found

  1. 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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  2. 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 →
  3. 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 →
  4. 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 →
  5. Please add GPS tracking in mobile app to track actual mileage driven.

    2 votes

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    Under Review  ·  0 comments  ·  Expenses  ·  Admin →
  6. It would be nice to have the option to enter a due date for expense claims so that when we publish them as a Bill to QBO, the report date AND the due date will publish. Currently the publish date is both the bill date and the due date.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
  7. 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 →
  8. Added Totals of multiple receipts by Project or PO#

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  9. 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 →
  10. 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 →
  11. Have the ability to set up automatic email reminders for missing invoices already requested and not yet received

    3 votes

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  12. Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received

    3 votes

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  13. 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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  14. 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 →
  15. Include a variety of date formats to set a default from. For example, dd-mm-yy, yy-mm-dd, mm-dd-yy, yyyy-mm-dd, etc. OR dd/mm/yy, yy/mm/dd, mm/dd/yy, yyyy/mm/dd, etc. Currently, Dext can only sort by dd-mm-yyyy which is not helpful. A format of yyyy-mm-dd will sort by year, then month., then day.

    2 votes

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    0 comments  ·  Design  ·  Admin →
  16. 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 →
  17. 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 →
  18. It would be really awesome if archived supplier statements could be linked to their respective suppliers in the system. This way, I could easily review them without having to search through a long list. There’s already a feature for invoices, so it would be great to have the same functionality for statements as well.

    2 votes

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  19. I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.

    16 votes

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    0 comments  ·  Extraction  ·  Admin →
  20. Ability to create a custom extraction field (or column for statements) on specific suppliers' invoice/statement (e.g. a delivery location detailed on an invoice if a single supplier delivers to multiple sites, or a delivery location column on a supplier statement).

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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