80 results found
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Use Supplier rules or not?
Would it be possible to include a check box to either include or not include supplier rules or Line items within supplier rules? We utilise the supplier rules on about 40% of invoices but the others we dont and its a bit of a pain to have to go into the rules/lines each time to delete them off.
1 vote -
Rental Properties Supplier rules
Set supplier rule for rental properties
1 vote -
Global Smart Split Rules - Choose Vendors Applied to
Set smart split rules globally then choose which vendors the rule applies to. Having to create on each individual vendor is annoying.
1 vote -
Select a publishing destination for a document type
Publishing rules based on a document type
1 vote -
Project Defaults to also apply to Sales
project user defaults to also apply to sales items uploaded by specific users.
Currently Dext only apply project defaults for users to apply to costs.
1 vote -
Supplier Rule for Category to Blank
I would like to be able to set Supplier Rules for Category to Blank so that an error is created and the receipt cannot be published unless the bookkeeper sets the Category manually.
1 vote -
Archiving option for Supplier rule.
Archiving option for supplier rules
1 vote -
1 vote
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"Remember Supplier Rules" Pop Up
You must eliminate the software automatically asking you "Would you like to set some of the details that you've entered in this item as a rule for. Set Supplier Rules Maybe later" every time an entry is made. In my business, I have a different description every time for my vendors. It is how my job costs. This message pops up every time and requires me to push publish twice on every entry. It is the most frustrating thing and wastes my time when I have hundreds of entries. The software didn't always do this and now that the problem…
1 vote -
History of supplier rules
Ability to check when a supplier rules is set
2 votes -
Account wide rules for project/branch
Account wide settings for project
1 vote -
Supplier rules that allow you which file type Dext Prepare should pick when an email submission is used
It would be great if a supplier rule could be created to remove receipts where an invoice exists.
1 vote -
Notes for suppliers.
Being able to add notes for certain supplier that don't need to be published to the accounting software.
1 vote -
Supplier automatically set up as USD
Supplier tags automatically as USD or CAD
1 vote -
Ability to set up Default Smart Split Rules for All Customers
Ability to set up Default Smart Split Rules for All Customers
1 vote -
Discount on A/P Bills
Some of our vendors allow a percentage discount on the "Subtotal" Amount of our A/P Invoices/Bills. We would like to be able to create a "Negative" Discount Smart Split to Calculate on the "Subtotal Amount" and be a Negative Number.
2 votes -
Invoice
Have an option to tick if we want everything default to Invoice regardless if it is an invoice or now
1 vote -
Set a rule for adding a surcharge to receipts that do not have the surcharge to enable the receipts to correctly match the bank transaction.
Is there any way in Dext to set a rule for adding a surcharge to receipts? This is an amount ON TOP of the receipt amount. I'm based in NZ and many companies (especially cafes) add a percentage surcharge for credit card transactions.
The problem is that the receipt they give us does NOT have the surcharge amount. So for one cafe we visit regularly, if the receipt says $10 the actual amount that appears on the credit card statement is $10.25, due to them adding a 2.5% surcharge for credit cards.
What I would love is a way to…
2 votes -
Ability to set up rules based on Currency
Ability to set up rules based on Currency
1 vote -
Assign a tax rate to a category
Have the option to assign a tax rate to a category so a certain tax rate can be applied once it is selected automatically.
1 vote
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