1761 results found
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1 vote
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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 -
Sort the Inbox and Archive by item submission date
Have the option to filter items in the Inbox and Archive by submission date. At the moment we can only sort by document date.
19 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 -
Sales and Cost Option when Two Integrations
Right now you have a default integration for Sales and Costs, and an option for Expense Reports. Be great to add a third option so you can default integration for :
- Sales
- Costs
- Expense Reports
2 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 -
Merge user logins under the same account
Merge user logins under the same account - same person with two separate logins, that can then use the 'account' switcher to switch between logins.
1 vote -
1 vote
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Default Customer for Sales Invoices
Ability to set a general Sales Invoice rule, so that every invoice has the same "Customer" automatically selected.
2 votes -
Assign Class when submitting via email.
Assign Class when submitting via email.
3 votes -
Show bank account details in the Collected Statements sections for Bank Fetched items
To show the bank account details in the Collected Statements sections for Bank Fetched items, without having to click into each statement and download to see the bank details.
1 vote -
1 vote
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Download Item History and Audit Trail logs as a report
Download and Extract Item History and Audit Trail logs as a report
4 votes -
IPhone App
We have several projects running at any one time. In the iPhone app it would be great to select the Customer first then the projects list is filtered to only show projects for the selected customer.
1 vote -
Secondary tax field in line items for Canadian clients with QBO
Add a field for secondary tax rate in line items so we can split a tax with 'Extracted Amount' correctly. Otherwise right now QuickBooks calculates is automatically based on the tax rate percentage and the amounts are not correct.
2 votes -
P11D reporting for Dext Prepare
Introduce P11d reporting capability to Dext Prepare
1 vote -
1tap Client Access
We would like to be able to control team members' access to 1tap clients, the way with normal clients.
2 votes
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