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  1. 1 vote

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  2. Creation of Annual Expense Report

    1 vote

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    1 comment  ·  Expenses  ·  Admin →
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  3. Re-order Client View Dashboard by cost items and hold that layout for next time I log in.

    20 votes

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    0 comments  ·  Design  ·  Admin →
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  4. 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

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    0 comments  ·  Publishing  ·  Admin →
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  5. Being able to add notes for certain supplier that don't need to be published to the accounting software.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  6. Sales line default for all customers rather than creating sales line template for each customer. Majority of customers for some clients are different, however the format of the sales invoice is the same. This would be a big time saving feature that I believe would benefit a lot of bookkeepers and businesses.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  7. It is great that DEXT can match an invoice to a purchase order.
    However sometimes I have multiple items on an invoice that relate to multiple purchase orders.

    It would be great if DEXT would enable me to select each of the purchase orders relating to the invoice. At present I can only select one purchase order which makes it difficult to post the invoice.

    2 votes

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  8. limit the ability of users to be able to add a category, some users should not be able to code their items

    2 votes

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    0 comments  ·  Categories  ·  Admin →
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  9. 1 vote

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  10. Supplier tags automatically as USD or CAD

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  11. 2 votes

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  12. Hi - there are a lot of form fields that we don’t use. It would be great if we could customise which form fields were shown as default. That would make things a little quicker and we’d make fewer mistakes, as we’d only display the required fields.

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  13. It would be nice to have the option to disable the 2fa on the client side when they needed to switch from one authenticator app to a new one.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  14. Can we please add a function where we can tag a project and description when uploading from the web app similar to how you do this via mobile app. It would eliminate the need for us to go back in and add this information once the receipt has moved from "In Processing" to "inbox"

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  15. We have a client that has PDFs with both single/multi-paged invoices, so Auto-Splitting is the only option to upload them accordingly to Dext Prepare without the need for manual work.

    However, they only use the Mobile App where this is not an option yet.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  16. 1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  17. It would be great if Autocategorization could apply to Line Items as well, so it learns which categories have been previously assigned to Line Items for such suppliers.

    9 votes

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    1 comment  ·  Line Items  ·  Admin →
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  18. 1 vote

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  19. Integrate with Xero and Clio so that when we enter an expense or payment and categorize it to a matter (Customer), Dext pushes the payment or expenditure to the corresponding Clio matter (Customer)? The Clio platform provides law office management.

    1 vote

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  20. maybe a feature which simply lets you split pages but choose which pages to split would be great

    2 votes

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    0 comments  ·  Other  ·  Admin →
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