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1788 results found

  1. Be able to upload files in EMZ file type.

    2 votes

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    1 comment  ·  Extraction  ·  Admin →
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  2. 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 →
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  3. 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 →
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  4. 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.

    4 votes

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    0 comments  ·  client list  ·  Admin →
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  5. I would like to upload a till roll from my shop with daily takings as an income

    1 vote

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  6. 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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  7. 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 →
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  8. 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

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    1 comment  ·  Integrations  ·  Admin →
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  9. 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 →
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  10. 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 →
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  11. 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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  12. Allow more than 100 pages in a document when uploading.

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  13. 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

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    0 comments  ·  Design  ·  Admin →
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  14. 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

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    0 comments  ·  Rules  ·  Admin →
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  15. 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

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    0 comments  ·  Line Items  ·  Admin →
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  16. Ability to set up due dates for line items

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  17. 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

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    0 comments  ·  Design  ·  Admin →
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  18. 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

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    0 comments  ·  Design  ·  Admin →
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  19. 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

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    0 comments  ·  Bank  ·  Admin →
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  20. 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

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    1 comment  ·  Expenses  ·  Admin →
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