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1497 results found

  1. When a Xero file is already used in one Dext account, if there is an attempt to integrate the same Xero file with a different Dext account - this attempt to not be successful

    3 votes

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  2. The ability to select what file name will be published when a Dext Prepare item is published to Xero.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
  3. automatically match items to purchase orders in Xero/QBO

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
  4. Have Dext Prepare detect duplicate Sales Items

    11 votes

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    0 comments  ·  Extraction  ·  Admin →
  5. We use a M&E 5% tax code in QBO that assigns 50% of the tax to an ITC and the other 50% to an expense account. We have to use the 'Extracted Amount' tax in Dext as there is always a tip on these expenses which has no GST. When using the 'Extracted Amount' it would be much easier if within that we could then assign the two tax options 'GST/HST/TPS' and 'PST/QST/TVQ' to whatever tax codes we want. At the moment I can only do this by adding line items which is very cumbersome.

    13 votes

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    0 comments  ·  Expenses  ·  Admin →
  6. An ability to bulk delete suppliers that are not pulled from integration.

    4 votes

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    0 comments  ·  Other  ·  Admin →
  7. Make the "supplier duplicates" function catch "Last Name, First Name" vs. "First Name Last Name" duplicates. Eg. "Smith, John" exists as a supplier in the accounting software, but Dext imports a duplicate "John Smith", and the Supplier duplicate function doesn't catch it, so they have to be tracked down and manually merged.

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
  8. Most of our clients are in hospitality - and the majority of their invoices contain both zero and standard rated VAT items. Auto Entry, your main competitor has done a great job of this. it's preventing us moving our most important clients to Dext!

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
  9. The ability to set rules based on Bank accounts

    3 votes

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    0 comments  ·  Bank  ·  Admin →
  10. Would it be possible to get the AI to scan and recall product codes so that they can be matched to categories. As a plumbing business we buy lots of taps and cylinders, if product codes were mapped on each line item would could break our sales down to a more granular level.

    3 votes

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    0 comments  ·  Categories  ·  Admin →
  11. The default duplicate setting can be changed from "Automatic" to "Review" as the "Automatic" mode results in items getting deleted and users getting confused as to where their items have gone, thusly contacting us to find the missing items and explain why they got deleted. Additionally, this can result in non-duplicate items being deleted since the criteria are met, even though the items in question are different.

    Most of the users and accountants prefer to be notified of potential duplicates before they get removed so they can review them and then decide what to do with any duplicates.

    This would…

    9 votes

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    0 comments  ·  Other  ·  Admin →
  12. Set default currency for a user's expense reports

    10 votes

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    0 comments  ·  Design  ·  Admin →
  13. I would like to be able to delete only specific transactions when a Bank Statement is processed. The reason behind this is that a client has a lot of their personal expenses within the submitted Bank Statement, whereas we only need their business's ones.

    6 votes

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    0 comments  ·  Bank  ·  Admin →
  14. 71 votes

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  15. Ability to manually adjust the 'Less CIS' field in Dext, instead of heading back to QuickBooks each time after publishing a CIS document.

    18 votes

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  16. Hello! We would really like to see line item extraction connect to Product/Services in QBO or items in QBD

    3 votes

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    1 comment  ·  Line Items  ·  Admin →
  17. Publish the invoice number to the supplier reference field for Sage acounting

    9 votes

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  18. We want to be able to black out some words on the images of the receipts. Or write notes on top of the image.

    104 votes

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    1 comment  ·  Other  ·  Admin →
  19. Increase the limit of 250 to 1000 for exporting to email the expense reports after highlighting everything based on a filter.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
  20. The ability to match items in Dext to bank statement transactions

    10 votes

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    0 comments  ·  Bank  ·  Admin →
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