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  1. Allow Smart Split -> split by line item's unit cost and not total cost.

    Current feature you can preset the line item by typing in Description, category, Product, Quantity and Total amount. However, I'd like to be able to enter the Unit Amount instead of the Total amount as I'd like to use this feature to keep track of how many units are sold per line item which adds up to the total amount. Thank you.

    1 vote

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  2. Ability to move lines up and down when doing split lines.

    1 vote

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  3. I would like to be able to easily add a marker (or tag) to all my line items so that identify the items that contain UK VAT..

    The tag could be used for other thinge also and should be an easy add. i have googled and can see something on Google Precision, i dont know what that is, but Prepare suits me fine and so adding bespoke TAGS would be a great feature to me (and thousands of others i beleive)

    1 vote

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  4. unit cost tracking - I am interested in the cost of individual line items on invoices.

    1 vote

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  5. Similar to Suppliers listing, you should have customers by activity too under the list option, so that we can filter by activity as we do with suppliers.

    1 vote

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  6. The POS invoices (eg. from Bunnings) line items are Tax inclusive. We should be able to publish these line wih correct tax code to Xero. Currently if no tax column is available line items then he they are published as GST Fee expenses in Xero.

    We should be able to select lines are Tax inclusive or exclusive.

    2 votes

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  7. When setting supplier rules and/or creating the line splits, being able to view the source document. Either showing the (scrollable) document in the background, or being able to move the window out of the way

    2 votes

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  8. 2 votes

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  9. when i change the supplier rules to extract line item, there should be an option to rescan the existing invoice and perform line extraction. now i have to delete the invoice and reupload once more

    2 votes

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  10. It would be great if Autocategorization could apply to Line Items as well, so it learns which categories have been previously assigned to Line Items for such suppliers.

    9 votes

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  11. In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?

    2 votes

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  12. Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.

    1 vote

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  13. When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data

    1 vote

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  14. Ability to set up due dates for line items

    1 vote

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  15. Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?

    2 votes

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  16. I wonder if we can talk about Dext doing a more bespoke extraction - to pick up the bvat entires too please. Some lines are a mix of income & expendiures, such as winnings and costs, some with and some without vat, so it would be great if Dext could pick up these breakdowns too instead of the whole total for the line. It is very niche to horse racing - but we act for A LOT of clients in this sector, so this would be a game changer for us.

    1 vote

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  17. Being able to to adjust vat boxes in line entry would make life easier and quicker as I have a supplier who seems to round up whilst dext rounds down making invoices 1p out on many occasion - sometimes dext wont publish it at all till its correct and sometimes it will publish but changes the figures about to allocate it where it thinks best - either way I have to double up on the work and do manual change in Sage 50

    4 votes

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  18. Id like to see a 'Quantity' box on the front screen. Even if the data isnt read from the invoice it would be nice to have the ability to manually put it in.
    I know its there is a spot if you click into he line items but it would be nice to have it on the main page for speed. ie for fuel litres especially as this then goes into a BAS.

    1 vote

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  19. Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.

    2 votes

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  20. Primary columns in Line items. I don’t want Location, Quantity or Unit Price.

    3 votes

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