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77 results found

  1. Make products & services available for Sales items (Xero integrated accounts).

    21 votes

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    Under Review  ·  1 comment  ·  Integrations  ·  Admin →
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  2. The ability to integrate with several different accounts/companies within a given integration. For instance integrating one Dext account with two or more accounts in Xero, QBO, etc.

    29 votes

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  3. populate to the Cost Code section of items in Sage 50 UK

    24 votes

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    Under Review  ·  1 comment  ·  Integrations  ·  Admin →
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  4. Integration with the Sage 300 Canadian software

    17 votes

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    Under Review  ·  1 comment  ·  Integrations  ·  Admin →
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  5. Can you make a change so that the parent class code is combined with the sub-class code with a colon in the dropdown menu? For example, I want to see this "Prog-ILP:class A"

    Right now, there is no way to tell which class code is connected to the parent class, especially of the parent class have the same name as one of the sub-classes.

    8 votes

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  6. Cannot publish Group tax codes with more than 2 lines to QBO.

    26 votes

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  7. Option to create separate folders to organise items into dext like the archive, inbox and costs/sales folders

    149 votes

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    21 comments  ·  Other  ·  Admin →
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    Thanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year. 


    Please stay tuned for updates. 


    Simon

  8. Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing

    110 votes

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    Under Review  ·  15 comments  ·  Publishing  ·  Admin →
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  9. Wish to be able to publish Sales Invoices to Kashflow

    32 votes

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    Under Review  ·  0 comments  ·  Publishing  ·  Admin →
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  10. 45 votes

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    Under Review  ·  1 comment  ·  Integrations  ·  Admin →
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  11. Integrate with MYOB Advanced

    25 votes

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  12. Currently credit notes are not supported for approvalmax. Partner would like to be able to publish them or bypass AM to publish directly to Xero

    71 votes

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  13. Option to disable the pop-up notifications letting you know an items has been published

    58 votes

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  14. Change the layout of the line items on the item details page so users can see all the information clearly. Currently, some details are shortened or even hidden such as the VAT rates which clients cannot select the bottom one as it is hidden - scrolling or typing the needed rate does not help and the last one always remains hidden and cannot be seen

    35 votes

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    9 comments  ·  Design  ·  Admin →
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  15. Could we please customise the invite message we send to our clients?

    We want to make sure they have all the info they need prior to starting using the app, but at the moment the message they get is rather short and it requires further explanation

    29 votes

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    3 comments  ·  Onboarding  ·  Admin →
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  16. Being able to directly publish bank statements upon having them extracted.

    45 votes

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    Under Review  ·  4 comments  ·  Publishing  ·  Admin →
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  17. Simple bill approval system integrated into Dext Prepare. Mark an item as requires approval - Mark user who can approve (can be saved for automatic fill-in for this supplier) - it shifts the bill to a new list (awaiting approval) - send that user an email to tell them it is there.

    They logon, click approve and it sends the bill to the normal awaiting export list, hey presto simple, no need for comments or anything like that.

    At the moment, I have to export the image, email it, await email confirmation etc, difficult to keep track of.

    145 votes

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    13 comments  ·  Expenses  ·  Admin →
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  18. Please can you build a direct integration with Zoho Books?

    18 votes

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    Under Review  ·  1 comment  ·  Integrations  ·  Admin →
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  19. Please create an integration with Intacct so that we can use it in conjunction with QBO & Bill.com and Sage.

    25 votes

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  20. From the testing I’ve been doing, by assigning an overall project, all costs are allocated to that job and are not split down by the line items. Please set it so that when items have line items on them allocated to different projects they end up assigned to these projects in WFM.

    This also impacts publishing Expense Reports to WFM - because all the expenses within the report can only be assigned to a single project.

    17 votes

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