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1504 results found

  1. Dext is picking only one transaction in Xero to match all invoice with the same, date, amount, supplier name but has different invoice #.

    Add invoice number to criteria when Matching items using Paperwork Match

    2 votes

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  2. 7 votes

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    0 comments  ·  Extraction  ·  Admin →
  3. Hi, there's a feature that our company could benefit from to increase productivity. When we are matching PO's to Xero, I am spending additional time writing out the line items from the PO. Please could I request a feature to pull through the line items from the PO into the invoice processing on Dext. This would would be greatly appreciated :)

    3 votes

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  4. Adding payments from invoices in Dext to the accounting software. For example, an invoice paid part cash or with two payments against the invoice, we can see the receipt / payment in the bank but we have to push this through to the accounting software before being able to allocate.

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
  5. I feel like an alert is needed. I didn't even notice I had a message. It would be a great tool if it worked.

    5 votes

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  6. 8 votes

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  7. For a bill in Quickbooks we have a field called Ref No. I thought that it might populate it with the document reference value.
    I understand that this only works if an invoice number is picked up automatically.
    In the case of a receipt - with no clear document number, the entry for document reference is empty.
    Therefore we are manually entering a reference number. In the case where we have used a manually entry for the document reference number, and approve to send to quickbooks, the Ref No. field remains unpopulated.

    The current behaviour was described by tech support…

    2 votes

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  8. Should be able to set a default customer for each user, or for each payment method. would help autofill that section for each cost item

    4 votes

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    1 comment  ·  Rules  ·  Admin →
  9. Please could we have more options within the payment methods section. In particular, it would be really helpful to be able to archive old payment methods, rather than keeping or deleting them, and to merge duplicate payment methods.

    19 votes

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    1 comment  ·  Other  ·  Admin →
  10. Have the option to reset the Partner Demo Account located under the Resources tab

    2 votes

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    0 comments  ·  Onboarding  ·  Admin →
  11. In the sense of after each upload an updated VAT total overall with everything that has been uploaded.

    4 votes

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    0 comments  ·  Other  ·  Admin →
  12. Have the option to publish locations in expense reports to Quickbooks Online

    4 votes

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    0 comments  ·  Publishing  ·  Admin →
  13. I have invoices from Deliveroo, Just eat etc that there on the same inv is sales amount and commission amount. If I upload this inv in Dext as commission expense, I can not upload again in sales as sales income

    2 votes

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  14. Sage Accounting - Ability to publish without a total amount / 0 amount.

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
  15. Limit which Customers the users in the account have access to

    4 votes

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  16. When creating multiple line items manually, you should be able to move line items you have created up or down by dragging them. Sometimes I want to arrange them in an order that makes more sense but cannot, without deleting and redoing the line items.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
  17. 1 vote

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    0 comments  ·  Workflows  ·  Admin →
  18. 2 votes

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  19. add option to select Default type of Sales invoice (Sales Receipt/Invoice) as a rule under Customers rules

    3 votes

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    0 comments  ·  Rules  ·  Admin →
  20. When adding a colleague and giving them access to clients they need to be in aplhabetical order

    1 vote

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    0 comments  ·  Design  ·  Admin →
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