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1507 results found

  1. Could you please add field for Country of incorporation for Suppliers and Customers? ANd add it as table setting to Inbox and Expense reports too? The country of supplier/customer is vital for taxation purposes

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  2. If possible remove the default option set to be "Admin" while adding users to an account.

    1 vote

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  3. In NL, BE (and maybe FR) many small/medium sized companies use "Exact Online" accounting software. It would be really useful to have a file format compatible with Exact Online.

    The formats for Exact Online can be found here:
    https://support.exactonline.com/community/s/knowledge-base#All-All-HNO-Concept-general-importexport-gen-imp-prepdataimpc

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  4. An Option to turn off the Bank Match notification on the item's Details page for unintegrated accounts or accounts integrated with QuickBooks Online

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  5. Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.

    5 votes

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    0 comments  ·  Line Items  ·  Admin →
  6. Be able to ntegrate with ApprovalMax for NetSuite, not only Xero and QBO

    2 votes

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  7. The "Automatic Zoom" doesn't work as anticipated. I have to click the pulldown menu to select "Page Width". Can we have the ability to set this as our default setting?

    3 votes

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    0 comments  ·  Design  ·  Admin →
  8. It would be great if there's a way to allocate a payment method to a category. For example, all costs with category X are paid in cash and therefore I would like to make it so anything with that category is paid to the cash account.

    2 votes

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    0 comments  ·  Categories  ·  Admin →
  9. Have the option to mark Sales items as Paid and select a payment method before publishing them to Surf.

    1 vote

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  10. Add "Managed by" column on Client View screen

    2 votes

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    0 comments  ·  Design  ·  Admin →
  11. An option to add an additional document to an existing cost/sales file without having to submit it and merge it.

    11 votes

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  12. Set a rule for a user which will apply a certain supplier with its rules to the invoice submitted by the user no matter the supplier on the invoice.

    3 votes

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    1 comment  ·  Rules  ·  Admin →
  13. Have the option to sync and notify to Dext once a published expense has been paid within Xero, to let the employee know they have been paid

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
  14. Access multiple accounts in one page in the Web app.

    3 votes

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  15. 12 votes

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  16. I would like to pull division from Surf Accounts

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
  17. We want Dext to be able to see the codes that the supermarkets such as Sainsbury's add to their receipts (like Asda put V for all items that are 20% VAT rate) and automatically apply this VAT Rate/Amount to items.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  18. For Bank Match to be able to determine transactions that are closest to the amount indicated in the item for invoices as a match too. Because some suppliers charge a transaction fee hence, the amount in the invoice versus the credit card transaction usually do not match. There are hundreds of transactions that need to be updated manually to match them.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
  19. Staff doesn't need to have access to the Practice. The ability for staff to not have access to the Practice File and only be able to see the client files they have been given access to.

    5 votes

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  20. There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.

    A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.

    Please please please help prevent this drama for anyone else.

    3 votes

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