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1497 results found

  1. The ability to upload Bank Statements for extraction in a CSV file

    8 votes

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    0 comments  ·  Bank  ·  Admin →
  2. it would be really helpful if there was a TOTAL somewhere on the app or the website when looking at expenses, so you know how much everything you have in your inbox amounts too at any one point?

    8 votes

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    1 comment  ·  Extraction  ·  Admin →
  3. Option to drag and drop items to add to existing once. For example open the item in question you wish to add another document to and drag and drop. Client created a video of what they would expect to happen which will save the process of uploading, waiting for extraction, then manually merge. - Link to the video: https://www.youtube.com/watch?v=OtSIzSn7Alk

    8 votes

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  4. Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Example, an invoice and its proof of payment

    8 votes

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    3 comments  ·  Workflows  ·  Admin →
  5. CIS Categories on Sales Items

    8 votes

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    1 comment  ·  Integrations  ·  Admin →
  6. How about a feature that when you use the APP, photograph the receipt, type a description etc., and hit submit, that it notifies you whether the upload/submission was successful or not.
    I regularly find that I submit an invoice using the APP but it doesn't arrive in the 'Costs' list when I go to reconcile for the month and I have to go hunting for the receipt again. Very time consuming and frustrating and defeats the purpose of the apparent convenience of doing it on the spot and forgetting about it until reconciliation/expense report creating time at the end of…

    8 votes

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  7. Can you make a change so that the parent class code is combined with the sub-class code with a colon in the dropdown menu? For example, I want to see this "Prog-ILP:class A"

    Right now, there is no way to tell which class code is connected to the parent class, especially of the parent class have the same name as one of the sub-classes.

    8 votes

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  8. Seems that some clients prefer to move the image link to another section or the option not to send the images to QBD at all

    8 votes

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  9. 8 votes

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    0 comments  ·  Workflows  ·  Admin →
  10. An Export or total value amount in approvals for quick reference on in progress values

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
  11. Add additional Amazon Business fetch integrations beyond only Amazon UK.

    7 votes

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    2 comments  ·  Expenses  ·  Admin →
  12. It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people

    7 votes

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  13. I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.

    7 votes

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    0 comments  ·  Expenses  ·  Admin →
  14. Allow invoices to be paid using more than one account. Eg. if an invoice was paid part by bank and part by cash. It would be useful as I can't upload the same invoice twice and split the payment!

    7 votes

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    0 comments  ·  Expenses  ·  Admin →
  15. 7 votes

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    1 comment  ·  Integrations  ·  Admin →
  16. Let me as the preparer be able to see when the in the inbox if a client has messaged me. As of now, I have to click into each document to see if there is a message.

    7 votes

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  17. Show the tax rate on the CSV export when downloading items

    7 votes

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    0 comments  ·  CSV Export  ·  Admin →
  18. Have the option to apply the Duplication Settings across all Client accounts so it doesn't have to be updated client by client.

    7 votes

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    0 comments  ·  Rules  ·  Admin →
  19. Ability to add negative smart split lines - both for percentages and fixed amounts - this would be very helpful if you need to set rules for discounts.

    7 votes

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    0 comments  ·  Rules  ·  Admin →
  20. CSV files should be possible to allow bulk upload of items to be published on software, yes there will be no attachment, but it will allow tax verification oublishing as most softwares dont allow split tax items bulk upload

    7 votes

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    0 comments  ·  CSV Export  ·  Admin →
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