1788 results found
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1 vote
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Service Date on Sales Invoices
Good Morning,
I hope this email finds you well. I am reaching out regarding a request concerning the dates on our sales invoices.
As part of our accounting processes utilizing software like QuickBooks, one of our valued clients has requested the inclusion of two distinct dates on their sales invoices:
- Document Date
- Service Date
To accommodate this request and ensure accurate record-keeping, we kindly ask if it's possible to add an additional line labeled "Service Date” on sales invoices.
We believe this adjustment will streamline our invoicing process and enhance clarity for our clients. Your assistance in implementing this change…
2 votes -
New Tab for Past Transactions
A tab for Previous Transactions would be very powerful. We can see how the transaction was coded. QBO has it.
1 vote -
Include Sub-Account column when exporting Bank Transactions data
When viewing Bank Transactions, I have the Sub-Account Column showing so I can identify which card made the purchase. When I export the list to Excel, the only columns in the spreadsheet are Date, Description, Debit, Credit, and Balance. It would be helpful to include all columns when exporting that data - particularly the Sub-Account so that we can easily filter the spreadsheet by card user.
1 vote -
Add "Billable" field as a filter, and on export feature
It would be great to be able to have the billable field as a sort feature, and available as a field to export.
1 vote -
"Owner" email
Dear Dext, love your product! I had a situation where I set up a client account and immediately added one of the business's names/email address. This made that person the "owner", and caused issues when I was uploading documents, as I had a choice of owner or none. Being new to Dext I did not change the the dropdown to none b4 I realised this. I went to change the "owner" to collegue (dont know if I have the right wording here), but found I couldnt. This caused me no end of stress as I own the file, pay for…
1 vote -
Syncing Products/Services with ApprovalMax for QBO
Please sync products and services with ApprovalMax for QBO
3 votes -
Viewing source doc when setting supplier rules/splitting lines
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 -
1 vote
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Supplier Address
Dext should also extract the address including the country.
5 votes -
Detail order
I think the order of the Amount info on the "Item Details" page needs to be in a different order.
I think it should be (from top to bottom):
Net Amount
Tax Amount
Total AmountSo it matches how most invoices received are shown.
3 votes -
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 -
Auto Rename Suppliers
I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.
14 votes -
supplier merge rules
Ability to merge multiple suppliers to one as per accounting software contacts.
I.e. Dext reads a 'MFG south' and other locations, should be able to set rules to prevent excessive contacts (basic excel commands would be nice)6 votes -
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 -
Fix secondary tax issue: Dext flipping Tax 1 and Tax 2 when posting to QBO
Dext is flipping Tax 1 (ex. 5%) and Tax 2 (ex. 7%) when posting to QBO if Tax 1 amount is greater than Tax 2 amount (for instance, if there are non-taxable items in a transaction that cause the total tax to be different from the expected 12%). Dext is assuming the order should change in this situation and overriding the user input and user tax code mapping settings, posting the wrong tax amounts to QBO.
3 votes -
Job materials
Put a job materials tab in costs
1 vote -
Bulk select items for editing and then stay selected after editing
- Ability to bulk select items
- After selecting a number of items and then bulk editing, ensure that the items stay selected after editing. Currently have to reselect all the items again to then be able to bulk publish.
2 votes -
fix approvalmax supplier tax settings
bills posted to ApprovalMax with Quickbooks automatically changes the tax to "extracted amount" even if the supplier has settings set up for "zero-rated" or "GST." The extracted amount is not compatible with Quickbooks and Dext should fix the feature of supplier tax settings to work for ApprovalMax
1 vote -
1 vote
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