1504 results found
-
Option to assign reference number written in the description as the Document Reference Number instead of the Invoice Number
I want to know if there is any way to change the setting so that a different number is picked up? There’s a reference number in the description of invoices that we want to add as the reference instead of the invoice number
2 votes -
for certain users to be able to see documents only relating to their Xero tracking category
for certain users to be able to see documents only relating to their Xero tracking category, not all items and not only the ones they've submitted (Basic user)
6 votes -
Custom Email Routing for Notification emails
We would like to introduce an enhancement to our Notification Email Settings that will significantly improve the way our users manage their communications. The proposed feature will allow users to direct different types of notification emails to specific email addresses.
For instance, Rejection email notifications can be sent to 'email1@domain.com', while Fetch-related notifications can be directed to 'email2@domain.com'. This level of customisation will enable our users to streamline their workflows, ensuring that emails are actioned by the appropriate team or individual without delay.
This feature will be particularly beneficial for larger teams where tasks are divided…
5 votes -
1 vote
-
Pdf stripper
Hi,
I would like to suggest stripping purchase invoices that can be exported to excel with the line items and their cost so I can drill down and get a better idea of what is being purchased.
It will also help me track price increases more efficiently.1 vote -
Attach supporting invoice to Expense Report
I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.
7 votes -
1 vote
-
1 vote
-
History of supplier rules
Ability to check when a supplier rules is set
3 votes -
Better browse app navigation
It would be great if after using the "Back" button on a browser you are navigated on the exact page placement you have been before. For example, you were searching for a supplier name starting with "S" >> you move to a different page, and after clicking on the "Back" button you are navigated back to the top of the supplier list instead of the where you were previously.
1 vote -
1 vote
-
Upload & publishing dates
It would be extremely helpful to see upload dates and publishing dates per transactions. AND to be able to search for documents by either of those two dates.
2 votes -
Notification emails to deactivated accounts
Can you make an automatic reply if a client tries to upload documents to a deactivated account?? We have just found out a client has been sending paperwork to his old S/T Dext Account, not the new account set up for his Ltd company... He was not aware.
2 votes -
1 vote
-
Account wide rules for project/branch
Account wide settings for project
1 vote -
Streamlining uploads
It would be so helpful if you can add arrows/toggle feature on the front page for "Payment" as you do for "Category" and "Class" so I can make the edit on the front page rather than going into each upload. Thanks.
3 votes -
User's Details Report
Ability to export a report of user's details
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 -
Auto-splitting feature when directly uploading items, to be available on Business accounts.
Auto-splitting feature when directly uploading items, to be available on Business accounts.
4 votes -
Include Products when publishing line items to Xero
Include Products when publishing line items to Xero
1 vote
- Don't see your idea?