1761 results found
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Match Credit Note items to their corresponding invoices published to QBO.
It would be great if a credit note could be matched to an invoice that has already been published to Quickbooks. Much in the same way that an invoice can be matched to a purchase order a client has created.
That would be helpful because QuickBooks' way of applying a particular credit note to a particular invoice is inefficient and can often cause errors in the way payments are allocated. To match a bank payment to a group of invoices often requires time invested if there are a number of credit notes to apply.
2 votes -
Add Products/Service on the Advanced filter and primary column
-Being able to filter the inbox or archive by products/services
-Being able to add an additional column for products/services4 votes -
Ability to see the number of documents in each client's Inbox for the New My Clients list UI
Ability to see the number of documents in each client's Inbox for the New My Clients list UI
1 vote -
Create Teams within Dext expenses so approval can only be sent in team
Create teams for expenses
2 votes -
Set a rule for adding a surcharge to receipts that do not have the surcharge to enable the receipts to correctly match the bank transaction.
Is there any way in Dext to set a rule for adding a surcharge to receipts? This is an amount ON TOP of the receipt amount. I'm based in NZ and many companies (especially cafes) add a percentage surcharge for credit card transactions.
The problem is that the receipt they give us does NOT have the surcharge amount. So for one cafe we visit regularly, if the receipt says $10 the actual amount that appears on the credit card statement is $10.25, due to them adding a 2.5% surcharge for credit cards.
What I would love is a way to…
2 votes -
Bulk update user's account details
Bulk update all our users' account details, namely the emails they use to sign into their accounts.
1 vote -
Add Xero as a File Storage Option
It would be great if Xero could be added as a File Storage connection option, for documents such as delivery confirmations, that should be filed with the invoice in Xero but not processed as an invoice from Dext
2 votes -
Backup file naming options tab
Be able to select how files are named for backup. Ex. right now its supplier/customer-itemID#.filetype
I would like to select a default for what info is included in the file name. My suggestion is to include the option to select name file: document reference #, invoice date, and the supplier name + item ID (as mandatory) Ex. supplier/customer-DOCUMENTREFERENCE#-itemID#.filetype4 votes -
Ability to set up rules based on Currency
Ability to set up rules based on Currency
1 vote -
create an email address for submitting auto split documents
create an email address for submitting auto split documents
3 votes -
Have a setting/option to automatically forward copy of items submitted to the account via email in PDF format to an external email address.
I would like to forward invoices to another app that does payment process but it has to be forwarded in PDF from a known email (that I can identify) to this other app. This other app will process and pay the invoice. So I don't want to be downloading individual invoices and then manually emailing from my email account manually. Is there a way I can find out the email address my DEXT account is sending the email from? In addition to that, I need to identify the email address Dext is sending the pdf from. It has to be…
4 votes -
Ability to have a report for items which had errors when publishing
A Partner asked if there is a report that they can pull that shows which expenses had errors when publishing.
1 vote -
Have more Business Tier plans between tier 80 users and tier 500 users
Have more tier plans between tier 80 users and tier 500 users
1 vote -
Submission Filter for allowing or rejecting different types
Submission Filter for allowing or rejecting different types
1 vote -
Lock date to prevent publishing items before that date.
Lock date to prevent item being published before lock date. It will help to keep accounting data unchanged one year-end is finished. It will stop publishing items in the pervious year once the year-end of the previous year has been completed.
2 votes -
Report for a user's transactions
Hi how do i download an audit log to see which user processed the transactions and what time
1 vote -
Include images of both the email body and the attachment when submitting via email
Hi, i want to know if its possible to have every time an email is submitted, it creates an image of the Email, even if there is an attachment?
2 votes -
Microsoft Business Central connection
make available a connection to Microsoft Business Central
1 vote -
Finding out which receipts are missing
I would desperately need a functionality to show the users who made the payment but did not upload a receipt to match it.
1 vote -
Send an email notification to the recepients of Item Messaging
The user who receives Item messaging via Mobile app to receive an email notification as well.
8 votes
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