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136 results found

  1. Would you please get the helpbot icon off the comment submission triangle?
    Nevermind the fact that it's totally useless, it's in the way of me getting work done.

    59 votes

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    5 comments  ·  Design  ·  Admin →
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  2. Can you please add the option to delete Suppliers in RB rather than merging them?

    48 votes

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    3 comments  ·  Design  ·  Admin →
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  3. 39 votes

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    Under Review  ·  13 comments  ·  Design  ·  Admin →
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  4. Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts

    34 votes

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    7 comments  ·  Design  ·  Admin →
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  5. I would like to request to have an option to sort archived items by published dates or an option in filter to display published items only with published date range parameter. I would like to be able to see this in a CSV too.

    27 votes

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    0 comments  ·  Design  ·  Admin →
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  6. Please update Flexible Columns to include other fields such as Tax Rate, Invoice Number, Payment Method, Item ID, Due Date & Paid

    22 votes

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    2 comments  ·  Design  ·  Admin →
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  7. Re-order Client View Dashboard by cost items and hold that layout for next time I log in.

    20 votes

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    0 comments  ·  Design  ·  Admin →
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  8. In both the item view & edit line items tool could you please enable "Tab" from a field with a drop down. The current method requires me to arrow down to select the choice then to "enter" to lock it in and move to the next field. I expect to be able to Tab to lock in the selection and move to the next field. Also a way to pre fill a partially typed choice (say I type "oth" and the only found category is "Other" ... I'd like to see that one in my field selector and then only…

    19 votes

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    2 comments  ·  Design  ·  Admin →
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  9. It would be really useful to be able to sort the order of the payment methods appearing in Maintain Lists

    18 votes

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    1 comment  ·  Design  ·  Admin →
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  10. Have the option to filter items in the Inbox and Archive by submission date. At the moment we can only sort by document date.

    17 votes

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    1 comment  ·  Design  ·  Admin →
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  11. 14 votes

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    2 comments  ·  Design  ·  Admin →
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  12. I'd like to be able to, for example, create a filter for all my invoices/receipts from 2020 and then save that filter to click on whenever I need it. And then be able to create another filtered search of all my receipts in 2020 that were for one particular expense. And then save it and have it available at the click of a button/link. Rather than having to recreate the search criteria every time I want to search for the same groups of receipts.

    13 votes

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    2 comments  ·  Design  ·  Admin →
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  13. Ajouter un mode sombre / night mode

    11 votes

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    3 comments  ·  Design  ·  Admin →
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  14. Not sure if its possible already, but a 'dark mode' would be beneficial as it would help prevent eye strain. I know this is possible on Word documents and other software, and thought this might be a good idea to translate to Dext too.

    10 votes

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    0 comments  ·  Design  ·  Admin →
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  15. 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”

    10 votes

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    0 comments  ·  Design  ·  Admin →
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  16. Be able to add new customer/vendor data (address, phone, email) directly in Dext as we are processing the payments. And then have that information passed over to the accounting software profile setup (QBO, Xero, etc)

    10 votes

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    1 comment  ·  Design  ·  Admin →
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  17. Is it possible to move around the columns in the workspace and make them smaller/bigger.

    9 votes

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    1 comment  ·  Design  ·  Admin →
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  18. Set default currency for a user's expense reports

    8 votes

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    0 comments  ·  Design  ·  Admin →
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  19. Previously, when we searched for items in the Inbox and simply clicked on Archive, the same search results appeared, which helped us to easily locate items within both sections.

    However, with the new view, when searching through the new Inbox/Archive view the filtered items appear in a tab 'Search Results' which, however, doesn't indicate whether the item is in the Inbox (not published) or in the Archive (published). If we switch to another sub-section under Inbox (as Archive is now a sub-section of Inbox) the search results are cancelled, thus we need to enter them separately in each section which…

    8 votes

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    0 comments  ·  Design  ·  Admin →
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  20. Hi there. I desperately need the following updates to be made in order to fully utilize Dext for my business. 1) I need Product/Service to be available in the Advanced search on the Cost inbox and archive. I need to be able to sort by Product/Service. 2) I need Product/Service to be an available column to view within my Cost inbox and archive. These two changes would be a world of a difference for my business. Right now, it's very frustrating to not have these features. Thank you very much!!

    7 votes

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    2 comments  ·  Design  ·  Admin →
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