1497 results found
-
approval workflow documentation into quickbooks
Have the approval workflow trail documentation uploaded into QBO online with invoice/expense reports, like what Approval Max does
9 votes -
Tags
Need to be able to use Tags from QBO on supplier expenses. Please add this from QBO integration.
9 votes -
Send an email notification to the recepients of Item Messaging
The user who receives Item messaging via Mobile app to receive an email notification as well.
9 votes -
Improve system extraction ability for supplier names
Train the system to extract supplier names based on other data aside from the logo written on the invoice eg. if it comes from one particular email we can set it to know it is one particular supplier
9 votes -
Project Assignment to Receipts
Project Assigning Option while scanning receipts to sales/ costs
9 votes -
Search by exact amount
I would like to search an exact amount (total amount) without having to put in min and max amounts.
9 votes -
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 -
Set User filter for my profile and save it
Save user filter so when I open Dext I only see my documents.
9 votes -
Assign the 'Publish to' field automatically based to Credit note if the 'Type' field is 'Credit Note'
If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.
9 votes -
Default Duplicate Settings
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 votesThanks for the feedback we will reassess the defaults
-
Publish the invoice number to the supplier reference field for Sage acounting
Publish the invoice number to the supplier reference field for Sage acounting
9 votes -
Bulk Suspend Clients/Users
The ability to Mass/Bulk Suspend Clients/Uses.
9 votes -
Automatically send reminders for outstanding paperwork
Automatically send weekly reminders to employees for outstanding paperwork instead of doing that manually
9 votes -
Be able to choose if the body of the email or the attachments will be extracted
I'd like to request a setting for email-in invoices and receipts, that would ultimately let us make a choice about if email body and attachments get brought in together or the bigger item only is brought in. We depend on the email body to know how to properly categorize receipts.
9 votes -
Bulk CSV export Expense Reports showing the Category of each item
The ability to export multiple Expense Reports in CSV format at once and the Category assigned to each item to be visible in the export
9 votes -
Freeagent multiple currencies
The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.
9 votes -
Line by line items for costs invoices
If Dext could pick out line by line items that would be really helpful!
9 votes -
Option to turn On/OFF the category and sub category relation in Dext and QBO
Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case
9 votes -
Autopublish per user
I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.
Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.
9 votes -
Support Canadian taxes with Sage Accounting
I work with businesses in Canada who have to report on two taxes on purchases - GST and PST. Currently Receipt Bank isn't built to work with two taxes meaning I have to use workarounds for some items and it takes up a lot of my time.
9 votes
- Don't see your idea?