1761 results found
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Restore categories on invoices when an integration gets disconnected.
When categories get wiped out from a Dext Prepare account, they get erased from the invoices in the 'Archive' page on which they were already picked up.
This being said, it would be good to be a feature that will leet you restore all data that was chosen for an invoice even if this information was wiped out from the account.
1 vote -
Integration and connection with EBMS (Koble)
Make an integration with EBMS.
Our scenario is to sync Vendors, Products, Bank accounts with our ERP software, EBMS (now Koble).As well, when the purchase order is created in Dext, we want to push it to EBMS.
We are willing to collaborate to create that integration if there are appropriate API's and WebHooks available.
Thanks,
2 votes -
Multiple Dext accounts one QBO
You should be able to point more than one Dext account to a single QBO account. It would assist in keeping certain users seperate while still posting to the same QBO account
1 vote -
CSV Expense Report exports to display Category Code + Name
Currently, once an Expense Report is exported as a CSV file, only the Category's Name is visible regardless of the Category Display Settings. It would be great if the Code could be displayed too.
2 votes -
Supplier multiple names
Often 1 Supplier ends up with multiple Supplier Names. A new Supplier name is created because Dext read the bill differently or read the company logo not the name full name in the address on a bill. For example, Dext / Dext Canada or Independent Grocer / YIG / Steven's Independent. I would really like to be able to set 1 Supplier and tell Dext if it sees the other variations to select the Supplier that already exists in QBO. This would save time trying to figure out which name Dext created and published to and merging the mutiple names…
6 votes -
Document size
Allow more than 100 pages in a document when uploading.
1 vote -
new main screen
the "new" login screen for accountants is awful - I have to click "old client list" each time... will you reverse this back to normal soon??
1 vote -
Discount on A/P Bills
Some of our vendors allow a percentage discount on the "Subtotal" Amount of our A/P Invoices/Bills. We would like to be able to create a "Negative" Discount Smart Split to Calculate on the "Subtotal Amount" and be a Negative Number.
2 votes -
Clicking TAB when entering category in line item instead of having to click with mouse
When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data
1 vote -
Ability to set up due dates for line items
Ability to set up due dates for line items
1 vote -
Personalized Payment list
Restrict the list of Payment (in the payment drop downs) to what I use - not every random payment method extracted off any payment made by anyone in the company!
4 votes -
Bug - column sort doesn't work
Make the sort feature actually sort the contents correctly. For instance, I have three payment methods, when I do a sort on that column, they should be grouped - they are not. Even dates aren't entirely accurate when sorting by date.
1 vote -
Cash transactions without receipt
Have an option for claiming for a company vehicle wash , most jet washes are coin operated and do not supply you with a receipt so the money can not be claimed back
4 votes -
Attach supporting documents (such as a delivery docket) to an Invoice
In Hubdoc there is a function where a document that is not an invoice but relates to an invoice - for eg a delivery docket - can be published to Xero documents. It then can be attached to the relevant Bill, with the invoice. There are occasionally documents which I would like to attach to a bill in Xero, but as a separate document, which is what I can do in HubDoc, but it would be great to be able to do it in Dext too.
6 votes -
Email-in clarity and auto-split option
Automatic split email in option. Just have the email in option to be auto split to stop 2 emails being required. Also, make it clearer what single/multiple means for email-in as many of my clients are confused as there is no detail.
8 votes -
Ability to pull customer from Xero without sales invoice
This would greatly improve functionality if you could, as this client uses the rebilling function to capture all expense prior to billing the client.
2 votes -
1 vote
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Add Product/Service column to the Costs overview table
Add Prodcuts/Services to the Cost "overview" table for easily assigning them quickly to costs without having to click into the cost itself. Right now we can see the Category in the 'table view' but not the Product/Service. Why is this? It would save a lot of time to not have to click into each cost to do this. Thanks!
1 vote -
Set default tax rate for Sales items - Xero integration
I want to set a default tax rate for all sales invoices. Client charges 20% but it does not appear on invoice and it is taking lots of time to change each individual invoice manually. The issue with using Customer rules is that each invoice is to a new customer.
1 vote -
Invoice
Have an option to tick if we want everything default to Invoice regardless if it is an invoice or now
2 votes
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