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  1. This is in regards to receipt of payment towards an invoice.
    When I accepted the receipt from my client in Dext as a sale it created a new Invoice in QBO.
    I set up automatic invoices within QBO in order to track monthly rent due.

    Is there a way for Dext to put the rent receipt directly to the open invoice? It doesn't have to 'pay' the invoice. I sometimes get the receipts sent in before the amount is actually paid/deposited to the account.

    5 votes

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    0 comments  ·  Match  ·  Admin →
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  2. Our staff travel a lot and we are now moving to a per diem rate for travelling. Is it possible to set the rates in Dext as per HMRC guidelines? So that staff can raise a claim in Dext for days they are claiming for and the countries that we visit the most? Or does it have to all be done manually?

    4 votes

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    1 comment  ·  Expenses  ·  Admin →
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  3. be able to bulk edit sales invoices to select a category and not only the product/Service

    4 votes

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    0 comments  ·  Categories  ·  Admin →
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  4. Auto-publish exceptions rule per supplier.

    6 votes

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    0 comments  ·  Rules  ·  Admin →
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  5. Integrate with Power Automate

    1 vote

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  6. In Zapier the filetype is not exposed and the link you give does not include extension - i.e. "image
    https://rbnk.me/i/dlmioR14rh4" so there is no way to know the correct file type so when saving to another place half the files are unopenable PDFs and have to be renamed it is really not good.

    1 vote

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  7. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  8. Publishing items as Debit/Interac to the Quickbooks Online integration

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  9. Publishing error message "Sorry, we were not able to publish the image for this item."

    1 vote

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  10. Have the option to rename integrations within Dext Prepare only - to help users publish to the correct destinations when integrated with multiple.

    1 vote

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  11. "Provide a proper Dashboard with reporting for all accounting partner plans to better manage multiple clients"

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  12. 3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  13. 1 vote

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    0 comments  ·  Bank  ·  Admin →
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  14. 1 vote

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  15. Hi Dext,
    In the customers list there is a Visible button. Please create a bulk "visible/hide" button. I would like to bulk hide customers and select only the few that I wanted visible. That would be much faster than what I just did of individually going down the long list of customers and hiding them one by one. Thanks so much! I hope this happens in the future! Have a wonderful week :)

    5 votes

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    1 comment  ·  Workflows  ·  Admin →
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  16. I would like it when I choose "maybe later" to not be the very next invoice when it asks if I want to create a rule. I don't actually want to set any rules for one of my biggest suppliers. There needs to be a "no" option.

    2 votes

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    1 comment  ·  Rules  ·  Admin →
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  17. Include bank balance in the bank transaction feed

    7 votes

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    0 comments  ·  Bank  ·  Admin →
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  18. 1 vote

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  19. Include a separate box in the amount section to put in freight charges instead of needing to add a line item each time. It would make entering the invoices more efficient. As my clients have freight a lot more than taxes on their invoices.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  20. Option to edit the Different Bank Feed account names, so partners will be able to locate easily if they have a few connections with the same Bank.

    1 vote

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