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  1. Add settings to automatically shorten reference numbers when they exceed the 21-character limit for QuickBooks Online integration. This is an issue for Starlink invoices, especially. INV-USA-########-#####-##

    1 vote

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  2. There is a problem in DEXT for QBO
    When you have a supplier who provides a lot of invoices and credit notes at the same time Dext recognize them as set in default or in supplier rules.
    It means that if default is Bill - then all credit memos are marked with error. I guess in time of AI it is not too difficult to teach Dext to make a switch between Bill and Credit Note in "Publish to"
    It would save a tons of correction I have to do manually now. In QB desktop it was working as it…

    1 vote

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    Under Review  ·  0 comments  ·  Extraction  ·  Admin →
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  3. Please add a box for Purchase invoices which emanate outside of the EU e.g UK based and US based suppliers.
    Currently

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  4. Is there a way Dext can identify or we can identify Direct Debit paid invoices to those that need to be paid and go onto a payment run? So you have a Credit Card Paid item and Direct Debit paid item (list) and a To be paid Item list

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  5. Could you un-highlight the 'supplier rules' if they have already been set up. So this would only be highlighted if no supplier rules are set up.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  6. Currently the app will wait for a connection to Dext, then load current inbox data before loading the camera to take photos of receipts. This takes 5-10 seconds on a good wifi or 5G connection.

    When the wifi and mobile data is turned off, the app can instantly load the camera.

    The delay when loading the Dext app to quickly scan a receipt is frustrating and unnecessary.

    The app could connect and load data in the background while allowing the user to add documents or load the camera.

    Further, there is no guarantee that the internet connection will stay available…

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
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  7. Please could TikTok and Evri be added to the integrations list so we don't have to pull off invoices manually.

    1 vote

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  8. Dext to have the ability to give limited access to users to view a bank account / credit card.

    18 votes

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    0 comments  ·  Bank  ·  Admin →
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  9. Please add the feature where we can sync our scanned documents as Purchase Orders into QBO.

    Now we can only sync them into Bills.

    2 votes

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  10. Retain Original Email Trail after merging documents.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Good Afternoon

    We're a South African wine company and we already use Dext for certain function within our business.

    We would however like to use Dext to assist with the processing of Supplier Invoices. We are using an accounting software called Palladium, which is not listed on your website as application that you are able to connect with.

    We are looking to make use of Dext in the same way that it integrates with Zero.

    Here is the link to Palladium's website: https://www.palladium.co.za

    Thank you very much!

    1 vote

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  12. If you have regular payments (for example, monthly subscriptions), it should be possible to set a schedule so that the payment entry is automatically created. Or as an alternative, it would be helpful to be able to duplicate an archived payment and update the relevant field

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Sync supplier statements with MYOB.

    3 votes

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  14. Can you please get Dext to read cash as a payment method.

    this will assist greatly where clients make many cash payments from the daily cash takings.
    this in turn will assist in linking the cash payments to a quickbooks ledger account - cash to be banked and offsett it there.

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  15. When looking for paperwork match, Dext should be checking not only the transactions with no attachments, but also the ones with supporting documents.

    Some banks are now downloading into QBO check images as part of the integration. What that means, is that the back up to the checks issued by client and uploaded to Dext is currently not being matched and the back up needs to be manually downloaded and attached.

    1 vote

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    0 comments  ·  Match  ·  Admin →
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  16. On the summary page under the bank transaction column it would be nice to be able to click on the number in the same was as in the inbox items so the the relevan bank transactions will come up on the screen

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  17. We would like to be able to add PO numbers before publishing. Businesses use this system even if the invoice does not have a PO - clients will add one by hand.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Dext Prepare - Audit Trail Report by user for a date range
    The goal is to see what actions an individual user has performed on Dext Prepare for a specific date range. This would be similar to the History by user report in Xero that shows the type of action (e.g. add item, edited item, archived/deleted item, published item) along with the date/time of the action and allow a link to the item to investigate further. This will allow us to investigate what a specific user is doing to identify training needs to improve their use of Dext Prepare.

    2 votes

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  19. I would like to suggest a feature for stock invoices for integration into Bright books.

    Therefore, if you have a stock invoice to add, the supplier will have already been created for the invoice purpose as it is,

    Each line from the invoice will then populate with the product code, description, quantity and price.

    If the product code does not exist, like the feature already on DEXT for new suppliers, you will be alerted that a new Product is about to be added.

    As the stock feature for movement is already within brightbooks, once the stock invoice is complete, and…

    1 vote

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  20. Link an employee with only ONE possible bank feed for finding matches.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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