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  1. 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

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  2. 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

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    0 comments  ·  Direct  ·  Admin →
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  3. The ability to restrict client accounts from submitting Bank Statements for Extraction.

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  4. There should be an entry to add if a dividend has been paid out and the value of it

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  5. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. 2 votes

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  7. Would need Dext be able to handle documents with greater GST than QST or PST. Currently, need to manual change in QBO

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Ability to pull trial balance, general ledger, and balance sheet under one roof.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  9. 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

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  10. The issue with upgrading to premium is that we don’t require 3000, more like 500.

    7 votes

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    2 comments  ·  Direct  ·  Admin →
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  11. 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

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    0 comments  ·  Design  ·  Admin →
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  12. 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

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    0 comments  ·  Extraction  ·  Admin →
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  13. 4 votes

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    0 comments  ·  Design  ·  Admin →
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  14. 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

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    0 comments  ·  Design  ·  Admin →
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  15. Save user filter so when I open Dext I only see my documents.

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  16. 2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  17. Option to Flag items via the Dext Mobile app

    19 votes

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    Under Review  ·  3 comments  ·  Mobile  ·  Admin →
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  18. Make Product and Services rebillable by default

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  19. 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

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    0 comments  ·  Publishing  ·  Admin →
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  20. 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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