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  1. 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

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    1 comment  ·  Other  ·  Admin →
  2. 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

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

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  4. 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

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  5. 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

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  6. 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

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    1 comment  ·  Approvals  ·  Admin →
  7. 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

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

    1 vote

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  9. 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

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    0 comments  ·  Solo/ITSA  ·  Admin →
  10. 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

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    1 comment  ·  Solo/ITSA  ·  Admin →
  11. 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

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

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
  13. 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

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    0 comments  ·  Other  ·  Admin →
  14. 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

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    0 comments  ·  Extraction  ·  Admin →
  15. 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

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    0 comments  ·  Approvals  ·  Admin →
  16. Approval to include "if not" criteria.
    Approval Re-assign function to other approver.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
  17. 1 vote

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    0 comments  ·  Rules  ·  Admin →
  18. Just wanted to throw in a little feedback that I think could seriously level up the workflow for those of us juggling multiple clients.

    Right now, if a bunch of clients use the same supplier, we have to hop into each individual client file to tweak supplier rules. It gets pretty repetitive—especially when it's the exact same rule adjustment across the board.

    Would love to see a feature that lets us manage supplier rules globally—so if, say, multiple clients all use Staples or Rogers, we could adjust that one supplier rule once, and apply it across any clients that have…

    1 vote

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    0 comments  ·  Rules  ·  Admin →
  19. Upload one bank statement for multiple income sources .

    0 votes

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    0 comments  ·  Solo/ITSA  ·  Admin →
  20. Ability to turn off features not being used by a company such as sales/bank/certain details not needed in a cost, to make the platform more refined and easier for users.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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