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1492 results found

  1. Provide employees payroll number to aid with building quotes.

    1 vote
  2. I would love to see an option for auto-categorization that uses certain words from a bill.
    ie. when a subcontrator/vendor who charges mileage - the word "mileage" in his bill would then be used to categorize under travel, but when the same contractor bills "advertising" then auto categoriztion would pick this up as advertising&Promo category, etc. before auto-publishing

    1 vote
    0 comments  ·  Categories  ·  Admin →
  3. I need products and services instead of categories as workflow options, can we please add this?? :) We don't use categories and to get our main approval work flow set up, I'm going to have to use 1 category and it really doesn't work for us as a whole. Products and services were solely to ensure projects would work via QBs but then over here aren't included in workflow approvals.

    1 vote
    0 comments  ·  Approvals  ·  Admin →
  4. Add an option to specify payment date for invoices paid via direct debit. These are effectively paid when processed, but need to have the payment recorded from Dext when it will be taken, not date of invoice.

    1 vote
    0 comments  ·  Direct  ·  Admin →
  5. I used to switch clients and immediately be in the "Costs" page. Now I have to do extra clicks to get there as it is going to the Overview page. I would like to be able to set the default landing page for clients.

    1 vote
    1 comment  ·  Other  ·  Admin →
  6. In settings under 'automation' you can select users to have automatic expense claims for any invoices they submit; it would be good to have a 'select all' or even 'apply to all employees' feature. Often when a new user is added, it's easy to forget to add them to the list of 'auto expense claims'.

    1 vote
    0 comments  ·  Expenses  ·  Admin →
  7. Have template for Zoho users to export the bank transaction in that format aswel from the drop down button.

    1 vote
    0 comments  ·  CSV Export  ·  Admin →
  8. Hello. It would be great if your team could look into adding Tresorit as a cloud storage provider. It would be greatly appreciated!

    1 vote
  9. Please can you consider having the ability to send matched paperwork over in bulk
    When we filter out all the documents with a paperwork match it would be a huge time saver to be able to send the images across in bulk instead of having to click into each one several tiomes to get it sent over

    1 vote
  10. To be able to sort approvals via next approver would assist multiple users in our organisation to simply find their own invoices to approve.

    3 votes
    1 comment  ·  Approvals  ·  Admin →
  11. You should be able to export the purchase order numbers that are extracted from the invoices. This is vital information to the business that needs to be retained with the invoice information.

    1 vote
    0 comments  ·  CSV Export  ·  Admin →
  12. Ability to integrate with Iplicit accounting system?

    1 vote
  13. Self explanatory - so we can separate out appropriate cost of replacement items to ensure maximum deductions for clients. Most clients will tend to include these in repairs

    1 vote
    0 comments  ·  Solo/ITSA  ·  Admin →
  14. Bank transactions Audit trail/history to show where the bank transaction came from (bank feed or bank statement upload) and when it was imported, which user coded which transaction line, which property it related to, what date/time it was updated and what code was selected. Also should record subsequent changes. This should look exactly like the 'history' tab that appears on the right hand side when looking at cost items which is really good. this is really useful to see any changes.

    1 vote
    1 comment  ·  Solo/ITSA  ·  Admin →
  15. When bulk editing under the costs, bank and sales areas to add the ability to select which property the items relate to. Currently you can only bulk update the category. You have to select the property for each item.

    1 vote
    0 comments  ·  Solo/ITSA  ·  Admin →
  16. When publishing sales from dext to kashflow that an image is published also and is attached in kashflow

    1 vote
    0 comments  ·  Publishing  ·  Admin →
  17. Would like to be able to provision users from Azure and the account be created and email validated without having to manually create users in the platform.

    Also if eventually account is disabled in Azure then the account should be disabled also in Dext.

    1 vote
    0 comments  ·  Other  ·  Admin →
  18. I would like the main page to allow us to not only choose to view any of ALL columns but allow us to also change the data in any column such that we can work only from the main page and hide the columns that we know are most likely accurate extracted data.

    1 vote
    0 comments  ·  Design  ·  Admin →
  19. My firm exclusively looks after NPOs and we love Dext! It would be really cool if we could have an option for when a payment method is extracted it auto sets the supplier. Many NPO's have volunteers and staff purchase for them for reimbursement later. Dext can (after setting it up) already show me when it's a personal card used but it would really help ensure we catch it it it also changed the supplier to the payment method person. Just 1 more field needed to set a supplier as default when this card number is used. Thanks!!

    1 vote
    0 comments  ·  Extraction  ·  Admin →
  20. Line item detail should be visible from the approval window and not require the approver to send back to the inbox to open that detail. Only to have to resubmit and move back to approval window to approve.

    1 vote
    0 comments  ·  Approvals  ·  Admin →
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