1504 results found
-
Workflow Max Integration
Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?
3 votes -
Add favourites/Filter categories in both the Mobile/Web app
In the mobile app can you filter accounts or sort by most used or last used in app. It would be handy not to have to scroll through entire list when I always use just a couple accounts when scanning in a receipt
42 votes -
Extract tax rate
Extract tax rate
2 votes -
Limiting additional item in existing Expense report
Existing expense reports (end date passed) not editable or limit the possibility to add additional documents in it.
2 votes -
1 vote
-
AMAX - Rename "Projects" and "Projects 2" to "Classes" and "Locations"
Classes in QuickBooks Online are called 'Projects' in Dext with the Approval Max to QBO integration. It should be 'Class', why give it a different name?
3 votes -
Foreign Exchange/Reverse Charge Rules
I’d like Dext to read all purchases, identify any supplier with a foreign currency and apply a tax rate. I don’t want the supplier to be the determining factor. Let’s say that a client is on a work trip in France, there will be a number of purchases from various suppliers over the course of the trip, so we wouldn’t setup supplier rules because it’s unlikely that they’ll use the same restaurants again, especially if the trip is a one-off. But, all of the purchases will be reverse charge regardless of the supplier. Therefore, I’d like Dext to ignore the…
1 vote -
Different locations for one invoice
Ability to assign two or more locations to a single invoice in Dext Prepare and publish it to QBO.
2 votes -
1 vote
-
1 vote
-
Lite items tax order
Sort the tax for cost to be on the top for the line items
1 vote -
Zapier - display Tax Name in the export
Ability to display the ‘Tax Name’ when a Zap for exporting is triggered.
1 vote -
Import CSV to automatically populate fields
To be able to merge a csv file to an existing item to automatically populate fields that need to be updated such as the description field, the project field, etc that are different everytime and cannot be supported by supplier rules.
1 vote -
Merge Customers
Currently, there is a tool to merge suppliers in Dext Prepare. It would be good if the same tool is created for customers as well.
6 votes -
Extract Sales Credit notes with the relevant document type
recognise sales credit notes when uploaded - if a client submits a credit note, it is currently processed as a Sales invoice, instead of Sales Credit note
3 votes -
Show the exact date an item was submitted in the item history of recent items
Show the exact date an item was submitted in the item history of recent items instead of "last Monday"
2 votes -
flag missing bank statement pages instead of rejecting the whole file
Flag where there are missing bank statement pages (don't extract that statement only) instead of rejecting the whole file
8 votes -
Archiving option for paperwork match via System settings
Archiving option for paperwork match via System settings
3 votes -
Separate the Costs/Sales tax rates in the drop-down menu
It would be good if you only showed the vat rates for purchase on the costs tab and only vat rated for sales on the sales tab. This would make it easier when processing instead of accidentally clicking the correct one and preventing it going through to xero.
2 votes -
1 vote
- Don't see your idea?