1761 results found
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1 vote
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Bank Deposit Slip line items
For Bank Deposit Slips: Usually there are a few items when we make a bank deposit at one time, afterwards we will upload attach it to Dext, of which we have to do the line items and repeat filling out all the individual items with all details again. Those line items indeed have been uploaded and reported on Dext as each individual item. Could it be simplied that each line items could refer to the ID # as assigned on Dext instead of refilling to the line items individually again? Thanks
1 vote -
Send/Tag users on a document (Improve Item Messaging)
The ability to communicate with any user on a document. Right now you can only send a message (that usually is missed) to the submitter. It would be nice to have the ability to tag other users using the “@“ function. As an accountant my staff could tag me with a question on it as well. Bill.com has this function when leaving a note.
12 votes -
Sort the Archive with a "Published by" sort option
Sort the Archive with a "Published by" sort option
5 votes -
Extract Receipt Number from receipts and populate the document reference field
Please extract the Receipt Number for the Receipt type of documents, just like with the invoice number for Invoices, and put it in the Document Reference field. Currently, it leaves the Document Reference blank - e.g., all Telstra receipts.
1 vote -
Universal Customer Rules
Ability to set Universal Customer rules for new and existing customers.
"Using the smart split option with supplier rules is very effective as you dont have many suppliers and each supplier has large number of transactions so it makes it worthwhile.
However with customers, they are usually unique, its a bit redundant setting smart split rules for customers due to 1-3 transactions per customer for most businesses. "1 vote -
4 votes
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1 vote
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Request password change in a certain period of time.
Request for users to change their password at a certain frequency.
2 votes -
The ability to edit duplication criteria
Ability to edit the duplication criteria, for example instead of all three criteria to be met, the client could choose only Invoice Number and items with the same invoice number would be considered duplicates.
13 votes -
Save the highlighted texts on item's PDFs/Images
Have the option to save highlighter text on the item's image
1 vote -
fields
Add field PO# to sales invoices/receipts/credit memos
1 vote -
2 votes
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1 vote
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Publish Sales items as Customer Payments to QBD
We want to be able to publish Sales documents as Customer Payments to QBD. Currently they can only be published as Sales Receipts.
1 vote -
New Integration: sevDesk
We would like to be able to integrate with sevDesk directly from Dext Prepare.
1 vote -
Products/Services from Bill.com
Ability to pull the Products/Services from Bill.com, assign them to items, and publish those to the accounting software.
1 vote -
Users to be set to see only particular User's items.
The ability to restrict or allow Users to see the submissions of other Users but not all or only their own.
Item access of one User only to another particular User.
10 votes -
Set rules for Expense Reports
Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination
3 votes -
Generate Expense Report showing multiple items in the Bank Statement/Credit Card statement
how I can generate multiple expense items in an expense report coming from a single credit card statement
2 votes
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