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1788 results found

  1. Currently we use the Ex. Ref field to populate the URL of Dext images to Sage 50.
    Some users use this field for different purposes and would like to move the links to a different location

    2 votes

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  2. Pull through bank statements old to new

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  3. Flag clients who may be on hold within the firm

    1 vote

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    0 comments  ·  client list  ·  Admin →
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  4. When we publish receipts to ApprovalMax, is there anyway we can add which user has sent them in?

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  5. The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation

    38 votes

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    Under Review  ·  5 comments  ·  Expenses  ·  Admin →
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  6. Ability to Delete the Projects list in Bulk

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  7. 1 vote

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  8. Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  9. I would like an option in Dext to have receipts, when downloaded, automatically named something other than just a random number. Ideally it would be the vendor name and the amount. For example, "HomeDepot_123.45". Maybe adding the date would be helpful too. Hubdoc does this and it is much easier to find what we need whenever we need to download receipts. It will also be very helpful for our client who has billable expenses because then the attachments will be named and he'll be more easily able to verify that they are the correct receipts. Right now we are having…

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  10. I would like to attach an email correspondence or Purchase Order to an Invoice after it is uploaded on Dext. Would It be possible to implement a feature to do this similar to how we can add notes to an Invoice?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  11. The ability for the software to show more accurate matches for the Bank Match feature so it doesn't show more than one transaction per match.

    2 votes

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    0 comments  ·  Match  ·  Admin →
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  12. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  13. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  14. With the drop down menu for the Supplier , any chance this could start from the letter of the alphabet that the Supplier has defaulted to i.e. we have 3 different restraunts so we have set up 1 for each resturaunt with the resturaunt name at the end . Currently you have to retype the supplier name to start the search . and we do this for several of our suppliers - Hope this makes sense :-)

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  15. Let me as the preparer be able to see when the in the inbox if a client has messaged me. As of now, I have to click into each document to see if there is a message.

    5 votes

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  16. Sync the Job Costing list from Quickbooks Desktop via Hydra

    2 votes

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  17. 2 votes

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  18. It would be great to add a button (Funds Received) to the sales section. When uploading invoices, it would be good to select whether the customer paid or not. same like in the cost section. Thank you

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  19. The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  20. 1 vote

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    0 comments  ·  Rules  ·  Admin →
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