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1761 results found

  1. Have the option to adjust line item extraction to extract only certain line items from documents and not everything.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  2. Add the document date to the Duplication criteria for duplicate items.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  3. Have the option to track the client usage of self-paying clients under the Practise Dashboard.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  4. synchronise the unique supplier account number in XERO to a corresponding field in DEXT.

    1 vote

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  5. Ability to add a PayPal Bank Account in the list

    6 votes

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    0 comments  ·  Bank  ·  Admin →
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  6. Would be great if there was some AI able to pick up "junk" mail eg. promos sent from suppliers and have it placed in separate folder. User could go through this less frequently eg monthly to check for any accidental junk. Great offering and love using DEXT- thank you.

    2 votes

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  7. the description box is always manually entered when checking the invoices that have been uploaded to dext
    the description box should contain details of what the billing period is or what expenses have been bought as otherwise without this detail how can the expense be allocated to the correct account in the purchases/ expenses ledger within the accounts? if this box is not manually filled at the time of checking then at the accounts stage the invoice will have to be located, opened and then it can be allocated to the correct place. the person finalising the accounts should not…

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  8. Extraction of the point date instead of the invoice date

    1 vote

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    1 comment  ·  Extraction  ·  Admin →
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  9. When you upload multiple files through the direct submission method - have an option for the system to process them as a single item. Like the Combine mode in the Mobile app

    3 votes

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  10. Be able to set up a rule outside of supplier rules (sort of like a global rule) that when a vendor/supplier gets recognized that is close to the name of an already created supplier that it will auto-change the supplier name and apply the supplier rule for that name.

    For example, a lot of gas stations and restaurants will have names that have the brand followed by a street or location, such as Esso on Main Street. Instead of creating a new supplier called Esso on Main Street, the global rule could say something like: If Esso is in the…

    4 votes

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    1 comment  ·  Rules  ·  Admin →
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  11. Show the tax rate on the CSV export when downloading items

    6 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  12. 1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  13. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  14. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  15. 4 votes

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    1 comment  ·  Design  ·  Admin →
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  16. Ability in dext prepare to tick to select all on bank processed statement screen and export all rather than export one by one

    5 votes

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    0 comments  ·  Bank  ·  Admin →
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  17. Create Line Items without the need to open each item individually - instead be able to add line items directly from the Inbox page.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  18. Auto-split Bank Statements if multiple Bank Statements have been submitted as a single file for Bank Statement Extraction.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  19. 1 vote

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    0 comments  ·  Categories  ·  Admin →
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  20. The Ability to set you own cut off dates on Effortless Expense reports (more than a month in the future)

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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