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  1. It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  2. Add conditions to Auto-publish
    Rather that auto-publish all items we would like to be able to add conditions to a few items. For example for our sole trader clients where there are 2 meals then we go back and ask about client entertainment, or disallow half. Its quite common in our sector to pay for client food. If one coffee/sandwich we allow it.
    We don't auto-publish any food at the minute to check for more than 1 meal. It would be great if we could add filters such as auto-publish for Costa coffee IF < £5.
    Autopublish McDonald's IF <…

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
  3. Match delivery note to invoice.

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
  4. 3 votes

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    0 comments  ·  Mobile  ·  Admin →
  5. If you could have the payment terms pair with what is set up in QBO with suppliers this would be awesome instead of net 30 or due on receipt.

    5 votes

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    0 comments  ·  Other  ·  Admin →
  6. 1 vote

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  7. 1 vote

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    0 comments  ·  Workflows  ·  Admin →
  8. In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?

    4 votes

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    0 comments  ·  Line Items  ·  Admin →
  9. Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
  10. I think you guys are missing the point.
    I have gone in and made the changes but it is already too late. The payment went through already for the whole year under the wrong currency because it is not clearly stated what currency the pricing is in. I could have done any currency, i just needed to know which currency it was. So i used the wrong card. It is a sign up issue that can be simply resolved by adding the currency designation next to the price / or an info box that says what currency is being charged.…

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
  11. Be able to upload files in EMZ file type.

    3 votes

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    1 comment  ·  Extraction  ·  Admin →
  12. Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  13. We would like to see see when you look at your vendor/supplier invoices, that you would have the option to charge multiple customers/jobs and breakout an invoice.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  14. It would be very helpful to be able to invite more than one accountant/bookkeeper user as they are not always the same firm/person, but may still need access with the client's business showing on their client list so staff members can access documents.

    5 votes

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    1 comment  ·  client list  ·  Admin →
  15. I would like to upload a till roll from my shop with daily takings as an income

    1 vote

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  16. The ability to allow/revoke a user's ability to upload items to an account.

    For example, a Partner user would be able to upload only items to a certain client, but not to the Partner account.

    1 vote

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  17. 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

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    0 comments  ·  Categories  ·  Admin →
  18. 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

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    0 comments  ·  Publishing  ·  Admin →
  19. 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

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    0 comments  ·  CSV Export  ·  Admin →
  20. 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

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    0 comments  ·  Extraction  ·  Admin →
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