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  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 →
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  3. Integration with Pandle Accounting Software https://www.pandle.com/

    1 vote

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  4. 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 :)

    2 votes

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  5. Ability to add an item name when uploading

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  6. 1 vote

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  7. 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.

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  8. This is outwith the client process as the bookkeeper uses Dext and publishes over. So this is a bit of a glitch really whereby needing to do a dummy run in Xero first.

    So the client will have to do a posting first to then allow the bookkeeper to make use of the CIS functionality.

    1 vote

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  9. 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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  10. 1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  11. 7 votes

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  12. 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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  13. 2 votes

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    0 comments  ·  Bank  ·  Admin →
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  14. Enable line item extraction to certain countries they are not available even with the relevant plan.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  15. 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

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  16. 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 →
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  17. Have the option to reset the Partner Demo Account located under the Resources tab

    2 votes

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

    3 votes

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

    4 votes

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    0 comments  ·  Publishing  ·  Admin →
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  20. Have the option to show the subaccounts on the CSV/PDF when downloading transactions

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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