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  1. 1 vote

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  2. 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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  3. 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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  4. Reminder to the user that uploaded the item to select a category

    3 votes

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    0 comments  ·  Categories  ·  Admin →
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  5. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  6. 2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  7. 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

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  8. 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

    41 votes

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  9. Extract tax rate

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  10. Existing expense reports (end date passed) not editable or limit the possibility to add additional documents in it.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
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  11. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  12. 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

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  13. 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

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    0 comments  ·  Rules  ·  Admin →
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  14. Ability to assign two or more locations to a single invoice in Dext Prepare and publish it to QBO.

    2 votes

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  15. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  16. 3 votes

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  17. 1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  18. Sort the tax for cost to be on the top for the line items

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  19. Ability to display the ‘Tax Name’ when a Zap for exporting is triggered.

    1 vote

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  20. 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

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    0 comments  ·  Extraction  ·  Admin →
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