164 results found
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Old Search Functions
Hello! Whatever change was made to the search feature recently was not a good change.
I seasrched for "bridge" and it brought up GHY and Ecard Systems
I put in Enbridge and it brings up 4 Enbridge invoices (what I was looking for).
I used to be able to put short form and it worked all the time.
Also, when making an edit on an invoice that was already filtered and then hitting the back button it is often taking us to the main screen again. We have to filter to find the invoice again. This was never the case…1 vote -
Revert to old search functionality
You've recently changed the search functionality which has made it more difficult to return the items I am looking for. I have chatted with an agent and they've let me know that I can now add further clicks into each search to go to the advanced settings. This is not an advancement, this is the opposite. I do multiple searches daily and now each one is going to take additional clicks which is a massive waste of time. I'd love the old search functionality to be reinstated as this worked just fine.
1 vote -
Convert to sales - stay in cost section
when in a cost item and you change it to a sales item, have the option to stay in the cost section and not move to the sales section. We can then reconcile all the cost items and then move to the sale items.
1 vote -
Bulk Edit Rental Properties
Hi is there anyway I can assign a rental property to all items in the inbox at once?
1 vote -
Merging Invoices from Different Users
When Merging same invoices received multiple times from different users , instead of the the merged invoice being allocated to the first user who uploaded , we should be able to priorities either users or upload method i.e. if an invoice is received as a scan from the App from an User we should be able to see this rather than an upload via email.
1 vote -
Note indicator
I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.
2 votes -
Return Item ID numbers to top of Receipts on Export of pdfs
Back in the early days of Dext (when it was Receipt Bank) the Item ID was printed on the top of the Receipt. Can we have this feature back please - turning the Item Headers on in PDF exports is not useful/looks awful.
1 vote -
Ability for direct accounts to see their previous Add-on usage.
Allow Business accounts to export a report on their previous periods Add-on usage.
1 vote -
Make the subscription invoice available 30+ days prior to the renewal date.
This way the users will be notified and will be able to make any necessary changes to the upcoming subscription renewal and avoid unneeded charges.
1 vote -
Ability to autocomplete the "Send via e-mail" option fields
Ability to autocomplete the "Send via e-mail" option fields
1 vote -
2 votes
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Ability to export images/PDF files with an item ID
Ability to export images/PDF files with an item ID
3 votes -
search by document reference
allow search by document reference
1 vote -
Show the last 4 digits of the payment card on Dext service invoices
Show the last 4 digits of the payment card on Dext service invoices
1 vote -
1 vote
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Image share links to be visible in the Item Details page
Image share links to be visible in the Item Details page
1 vote -
maybe a feature which simply lets you split pages but choose which pages to split would be great
maybe a feature which simply lets you split pages but choose which pages to split would be great
1 vote -
Nominal codes set for either costs or sales not apply all to both
Only show nominals that are for the costs or sales, if i am putting a sale on then i shouldnt be able to see nominal codes that only apply to suppliers. You get an error saying you post it but you should be able to select in the first place.
1 vote -
Payment Discounts
Ability to add Payment Discounts. 1%10, net 60 for example with the ability to import to QBO.
1 vote -
Ability to use different payment options in order to purchase a subscription to Dext Prepare
As the client does not have a "Credit/Debit" card it would be great if other payment options are available.
1 vote
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