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  1. As an administrator and financial controller, I need to be able to 'send back' a submission to a user, from within the interface. Right now, if someone submits an order confirmation instead of a receipt, I have to d/l the confirmation, delete it from Dext, and email the submitter asking them to correct the documentation.

    3 votes

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    1 comment  ·  Workflows  ·  Admin →
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  2. Please put top and bottom arrows on the right scroll bar, it will make it easier to scroll when searching for an item. The current way is not easy to use and screen always goes back to top.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  3. Primary columns in Line items. I don’t want Location, Quantity or Unit Price.

    4 votes

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    0 comments  ·  Line Items  ·  Admin →
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  4. Fix "Projects" names of the lists and set them to the originals when integrated with ApprovalMax

    1 vote

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  5. Support Bank Match feature with desktop integration with Quickbooks

    1 vote

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  6. It would be helpful if there was a place to separate out the gratuity on a receipt. Those aren't taxed so we have to go in after and adjust the tax amount that Dext calculates. We still want to track that portion of the expense for CC matching, etc.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  7. We need an "allow list" option to be able to restrict the email-in usage, because the incoming email address could be discovered or guessed, by anyone

    1 vote

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  8. Ability to edit Integration settings for your clients in Bulk

    3 votes

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  9. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  10. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  11. last log in date on client list

    1 vote

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  12. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Disable Payment method extraction for certain suppliers or the account in general

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  14. Currently, items arrive as "Tax Exclusive" in QBO regardless if "Extracted Amount" or a specific Tax Rate is selected in Dext, which we need to manually alter in QBO afterward. It would be helpful to be able to publish items as Tax Inclusive.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. I am exporting transactions for a customer into a CSV file and I can't seem to capture any line items transactions for that customer. The filter doesn't seem to capture any invoices that have that customer listed in the line items. As some of our invoices can contain several customer names, we apply the names in the line items. Is there a way to filter by customer and by line items?

    We are missing a huge amount of invoices for particular customers in our transaction reports for monitoring.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  17. Is there a way we can change our firm settings so that all clients Dext accounts default to "Review" duplicate items rather than them being "Automatic".

    2 votes

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  18. 1 vote

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    0 comments  ·  Direct  ·  Admin →
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  19. Ability to adjust the paperwork Match criteria

    2 votes

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  20. I am trying to turn on line extraction for a client for all uploads. Is there a way to do this rather than by supplier?

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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