1788 results found
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Limit Admin privileges
Having the ability to limit the access of Admin users to menus and settings
10 votes -
10 votes
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Sales Bank Match
Match bank feed transactions with Sales items from Dext
10 votes -
Set Default Item Type
The ability to set a default item type for cost and sales items.
10 votes -
Purchase order match for Approval max and Approval max for QBO
Purchase order match for Approvalmax integrated clients
10 votes -
Single User Business Plan
Single user plan
10 votes -
Pull Products/Services from QuickBooks Online when integrated with ApprovalMax
Would like to be able to assign products/services to my documents, just like when integrate directly with QuickBooks.
10 votes -
Fetch - One document per page option
Would like to be able to enable an option for Fetch to split documents per page, like the option when uploading directly - One document per page.
10 votes -
Data Field Mapping Tool
Design a selection tool box in supplier rules that can be used to help the machine learning system identify a particular field on a document. For example, if we get bills from a vendor every month where Dext constantly seems to struggle to locate the invoice number, it would be really great if we could go into that supplier's rules and specifically show Dext where the invoice number is on that particular supplier's bill format for all future invoices in the inbox.
10 votes -
Ability to search through items within the Mobile app
should be able to search receipts from mobile device
10 votes -
Highlight items causing errors in an Expense Report
When viewing an Expense Report which is unable to publish due to an item error can we please cause it to highlight the item in question to make it easy to identify and fix
10 votes -
Move document from supplier statements to costs or sales
Option to move document from supplier statements back to costs
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 -
Archive bank accounts
archive the bank accounts that have already been closed and are no longer useful, to clear up the view
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 -
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 -
Have an additional document reference section where PO numbers go to
Have an additional reference section where Purchase order numbers get imported into.
9 votes
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