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1504 results found

  1. 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

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    0 comments  ·  CSV Export  ·  Admin →
  2. 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

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  3. Please sync products and services with ApprovalMax for QBO

    3 votes

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  4. 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

    3 votes

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    0 comments  ·  Line Items  ·  Admin →
  5. 1 vote

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  6. Dext should also extract the address including the country.

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
  7. 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 Amount

    So it matches how most invoices received are shown.

    3 votes

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    0 comments  ·  Design  ·  Admin →
  8. 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

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    0 comments  ·  Publishing  ·  Admin →
  9. 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.

    16 votes

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    0 comments  ·  Extraction  ·  Admin →
  10. 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

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    0 comments  ·  Extraction  ·  Admin →
  11. 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

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    0 comments  ·  Publishing  ·  Admin →
  12. 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

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  13. Put a job materials tab in costs

    1 vote

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    0 comments  ·  Categories  ·  Admin →
    1. Ability to bulk select items
    2. 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

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  14. Option to include report for exported items via the Client usage view.

    1 vote

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    0 comments  ·  Design  ·  Admin →
  15. Is it possible to delete a message I have sent to a client via Dext Prepare?

    2 votes

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  16. 2 votes

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    0 comments  ·  Expenses  ·  Admin →
  17. Allow dext to read a supplier account number on bills. I have one supplier who delivers to 3 of our sites. They bill each site separately with a specific account number on each bill. Currently dext is unable to match the bills to the supplier as there is no facility to match with an account number.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
  18. Allow Business accounts to export a report on their previous periods Add-on usage.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  19. 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

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    0 comments  ·  Other  ·  Admin →
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