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1788 results found

  1. If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.

    9 votes

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    0 comments  ·  Rules  ·  Admin →
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  2. 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 votes

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    0 comments  ·  Other  ·  Admin →
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  3. Set default currency for a user's expense reports

    9 votes

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    0 comments  ·  Design  ·  Admin →
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  4. The ability to Mass/Bulk Suspend Clients/Uses.

    9 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Automatically send weekly reminders to employees for outstanding paperwork instead of doing that manually

    9 votes

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    0 comments  ·  Bank  ·  Admin →
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  6. Can you add a feature where certain line items on invoices (e.g. "Shipping" or "Freight") are automatically coded to a different Category/Account when automatically extracting line items?

    e.g. Invoice for $100 broken up to $90 goods and $10 freight. The invoice was issued by a supplier with the "Extract line items" function turned on in DEXT.
    The invoice was disaggregated to:
    Description | Category | Total
    Goods | Cost of sales | $90
    Freight | Freight expense | $10

    In this instance, DEXT has picked up the key word 'freight' and has automatically coded it to 'freight expense'. For all…

    9 votes

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    1 comment  ·  Extraction  ·  Admin →
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  7. 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

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    2 comments  ·  Extraction  ·  Admin →
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  8. It would be great if you can drop PDF purchase orders into Dext so that it can match all the POs to the correct invoices and publish to Quicbooks all the ones which tally up. It would then just leave behind all the query invoices in Dext to be looked over before publishing. (I know you can do this if you raise Quickbooks purchase orders but we use a our own PO system).

    9 votes

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    0 comments  ·  Match  ·  Admin →
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  9. 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

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    1 comment  ·  CSV Export  ·  Admin →
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  10. Owner of the account in Dext should appear s the owner of the item in QBO as well.

    9 votes

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    0 comments  ·  Publishing  ·  Admin →
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  11. The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.

    9 votes

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    1 comment  ·  Publishing  ·  Admin →
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  12. 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

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    2 comments  ·  Workflows  ·  Admin →
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  13. 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

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    Under Review  ·  0 comments  ·  Expenses  ·  Admin →
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  14. 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

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    0 comments  ·  Workflows  ·  Admin →
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  15. 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…

    9 votes

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    0 comments  ·  Design  ·  Admin →
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  16. Automatic split email in option. Just have the email in option to be auto split to stop 2 emails being required. Also, make it clearer what single/multiple means for email-in as many of my clients are confused as there is no detail.

    8 votes

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  17. Secondary tax extraction for unintegrated Dext Accounts.
    This can be applied for Canadian users andBritish Columbia where PST applies.

    8 votes

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    1 comment  ·  Extraction  ·  Admin →
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  18. Make fields mandatory before publishing an Expense Report

    8 votes

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    0 comments  ·  Publishing  ·  Admin →
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  19. The ability to Export Expense Reports in CSV with Line Items and their data.

    8 votes

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    0 comments  ·  Expenses  ·  Admin →
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  20. Flag where there are missing bank statement pages (don't extract that statement only) instead of rejecting the whole file

    8 votes

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    3 comments  ·  Bank  ·  Admin →
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