1762 results found
-
Customize/change item type selection from the RB default list
I would like to be able to add/customize my own label of another item type from the RB default selection (Receipts, ATM withdrawal, Other, Invoice...)
12 votes -
Unused items to roll over to next month
I usually process transactions every three months, so it would be useful if any unused items from previous months could roll over to the next
12 votes -
Manual approval request
manual assignment for approval not on a workflow
11 votes -
Auto Rename Suppliers
I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.
11 votes -
Add a document to an existing cost/sales file
An option to add an additional document to an existing cost/sales file without having to submit it and merge it.
11 votes -
11 votes
-
Publish Customers in line items to ApprovalMax
We need to be able to publish the Customer field in line items to ApprovalMax, especially with Costs items
11 votes -
Have Dext Prepare detect duplicate Sales Items
Have Dext Prepare detect duplicate Sales Items
11 votes -
11 votes
-
Customize visible fields in the Item Details Page
Edit which fields in the Item Details page should be visible (some sort of a filter, like to one on the main Inbox page)
11 votes -
Download Items From Expense Report
The ability to mark and download individual items items added to an Expense Report directly from the Expense Report item list.
11 votes -
Sage 50 - Publish to Sage Drive
Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.
11 votes -
Invoice description
Hi,
Can we have the description on the body of the invoice to be picked up by Dext.Thanks
11 votes -
11 votes
-
Bank fetch feature request in US
Client would like to fetch bank statement in US which is not possible at the moment as it was removed 2 yrs ago
11 votes -
Split items into lines from the Mobile App
Allow the customer to split the items into lines from the Mobile App for added convenience.
11 votes -
Adjust Bank Match payment date to match payment date on bank feed
If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.
This is the best practice.
11 votes -
New integration: Wave
Please add an integration with Wave accounting software
11 votes -
Suggested conversion amount for foreign currency items
The conversion rates usually result in items not matching the total of the outgoing transaction in the Xero bank feed. This means that they can’t autopublish items from foreign suppliers and have to go into Xero and manually review & adjust the totals.
Similar to ‘Find & Match’, in foreign currency items search the bank account for items that match everything but total, and whose total is within a certain range of error, and suggest the total in Xero as an amount to change the item total to.
11 votes -
Extraction of quantity & unit prices (Under Edit Line Item)
Dear Management,
I would like to feedback on "Edit line item" features, which allow users to input quantity & unit prices (these two input are important for bookkeeping functions), which are well developed.
However, I was told that we are unable to extract quantity & unit prices to CSV for us to proceed the next step of bookkeeping work, which are quite disappointing, as Dext Prepare are designed to facilitate bookkeeping functions, but yet, till now we are still unable to see improvements till now.
I sincerely hope Dext can treat this matter seriously so that we can continue utilise…
10 votes
- Don't see your idea?