1788 results found
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add a notes field in the submission history page
While in the submission history, or at the input level, it would be helpful, if you could put notes or a reason. For example, I deleted transaction No.9xxxx because it was a duplicate of 9xxxx.
4 votes -
reject invoices
Ability to "Reject" an invoice after recevied by Surf but before publishing- and let the sender know it has been rejected . Preferably with a comment field.
4 votes -
Restrict Bank Statement Extraction for clients
The ability to restrict client accounts from submitting Bank Statements for Extraction.
3 votes -
Dividend
There should be an entry to add if a dividend has been paid out and the value of it
1 vote -
3 votes
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2 votes
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GST greater that PST or QST
Would need Dext be able to handle documents with greater GST than QST or PST. Currently, need to manual change in QBO
9 votes -
Ability to pull trial balance, general ledger, balance sheet under one roof.
Ability to pull trial balance, general ledger, and balance sheet under one roof.
4 votes -
Be able to Publish items without a Category to Xero
I have manually entered those line items, and they have different categories or Xero coding, however, when I come to publish this document, Dext is preventing me from doing so as it is asking for a single category to be attached which I do not want to do, hence the 2 line items.
Surely there is a setting that specifies individual lines rather than a single category for the invoice?2 votes -
Additinail extraction limit bundles for direct clients
The issue with upgrading to premium is that we don’t require 3000, more like 500.
7 votes -
Option to hide irrelevant fields
Option to hide fields that aren’t used by the client - eg. none of our clients use Customer or Product/Service fields. I’d prefer to be able to switch them off rather than say “just ignore those”
12 votes -
Resubmit receipts back to author if not readable
Submit receipt back to Author if receipt is not readable. They then get a notification on their app/email that they need to retake photo and submit.
12 votes -
4 votes
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Pin specific accounts/clients at the top of the client list
The ability to pin specific accounts/clients at the top of the client list.
I believe this feature would help those that have access to 10s of different accounts, but only need to log into a select few.
Perhaps not a fundamental change, however it would reduce the need to continuous search through a large client list.
3 votes -
Set User filter for my profile and save it
Save user filter so when I open Dext I only see my documents.
9 votes -
2 votes
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Flag items via the Mobile app
Option to Flag items via the Dext Mobile app
19 votes -
"Mark as rebillable" as a Product and Services rule
Make Product and Services rebillable by default
3 votes -
Publish items to QBO as an expense rather than a bill or check
In QBO you can enter items as a bill, a check, a credit card transaction, and also as an expenditure. It would be wonderful if I could publish items to QBO as an expenditure from Dext for items that were paid with an EFT. Currently, if a client uploads a bill paid by EFT to Dext, I have to then manually enter it in QBO as an expense.
3 votes -
Can you email invoices that are archieved.
I need to be able to show someone the old invoice but I can’t seem to print or email from
The phone app.2 votes
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