58 results found
-
Publish to: e-Transfer
I want to add another option to publish to: For example right now I can select Credit card charge, Cheque, Cash, Debit Card but I want to add another option called: e-Transfer
This type of transaction is the most utilized feature to pay bills now in canada and it would be do nice to have it as an option.1 vote -
rebillable tab to ‘on’ as default
It would be helpful if in the general settings somewhere we could turn the ‘mark as rebillable’ tab to ‘on’ as default, rather then as ‘off’
1 vote -
Add receipts to Expense Claims
Include all receipts to expense claims. When an expense claim is posted to QBO, it's posted as a bill with a pdf of an expense claim. Though this expense claim includes all itemized and categorized purchases, it's essential to include the actual copies of receipts as support to legitimize the dollar amounts claimed for audit and managerial purposes. If I have to manually attach every receipt, it's cumbersome and inconvenient for the viewer to open the expense claim and each additional receipt to double check accuracy.
11 votes -
Partial payments - When/How much was paid and how much is still outstanding
Not all invoices are being paid in full at once. Please add an option to mark invoices that are partially paid (instead of the current paid and unpaid only) and add a section when/how much was paid and how much is still outstanding for payment. Thanks.
1 vote -
DD payments - Customise payments dates from Dext before publishing
To be able to set the payment date on an invoice from Dext for bill paid by DD E.g. a BT bill paid by direct debit. The bill is dated 25/08/2024 and the DD is due to be collected 08/09/2024. If i publish as marked as paid it will add payment as per the invoice date but I want to change the payment date to the DD date. I have also tried publishing to bank but again it uses the invoice date. I still want to add it to bills but do not want it to shown as payable as…
1 vote -
Sync uploaded Files in Cost as PO
Under Costs, please add in the feature for uploaded images and files to be sync as PO into QBO.
There are many cases where we need to sync as PO, and not as Bill.
eg. 1. when there is a long lead time eg. more than 1 week and the item is on the way but haven't reached us. We cannot enter as Bill which will mess up our inventory (ie meaning its in our store).
If we don't enter as PO and only enter when the item reach us and enter as Bill, then we will have the problem…
1 vote -
The ability to lock or hold specific items so that they can't be published until they are taken off hold
Have a "hold" or "lock" option that would stop a particular item from being published.
For example - a bill is uploaded but we are querying the bill with the supplier, I want to be able to lock that bill so if another user tried to publish it they would get a warning message saying "This bill is on hold, you must take it off hold to publish".
1 vote -
NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT
NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT
2 votes -
Document reference on credit notes
Document reference should be published for Credit notes as well as invoices to accounting software instead of your item ID which is meaningless in the client accounting software
2 votes -
ERPNext
Integrate Dext Prepare with ERPNext
1 vote -
Landscape Management Network
I would love to be able to dual publish to my estimating software in order for Job costing. golmn or Landscape Management network is the software.
They have a vendor bill upload, but your software is so slick. They are also connected with Zapier too.1 vote -
Record of partial PO matching
When an invoice is partially matched to a purchase order, a record of this should be pushed through to Xero (using the notes section on the PO), rather than only updating when fully billed.
3 votes -
Publish Transactions from Bank
Publishing bank transactions
1 vote -
Include Products when publishing line items to Xero
Include Products when publishing line items to Xero
1 vote -
Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and i
Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and if it's paid or not.
2 votes -
Allow More than 11 Characters on the Document Reference Field for QuickBooks Desktop Integrated Accounts
To allow more than 11 Characters on the document reference number or invoice number field for QuickBooks Desktop Integrated Accounts. Currently, there's a limit of 11 characters (QuickBooks Desktop allows a max of 11 characters).
2 votes -
Locking accounting period
I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.
3 votes -
Auto publish IF additional criteria met such as value
Add conditions to Auto-publish
Rather that auto-publish all items we would like to be able to add conditions to a few items. For example for our sole trader clients where there are 2 meals then we go back and ask about client entertainment, or disallow half. Its quite common in our sector to pay for client food. If one coffee/sandwich we allow it.
We don't auto-publish any food at the minute to check for more than 1 meal. It would be great if we could add filters such as auto-publish for Costa coffee IF < £5.
Autopublish McDonald's IF <…1 vote -
Multiple Dext accounts one QBO
You should be able to point more than one Dext account to a single QBO account. It would assist in keeping certain users seperate while still posting to the same QBO account
1 vote -
Document size
Allow more than 100 pages in a document when uploading.
1 vote
- Don't see your idea?