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1497 results found

  1. Display the categories as most recently used first.

    7 votes

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    1 comment  ·  Categories  ·  Admin →
  2. 7 votes

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  3. Matching Purchases orders for Desktop users with Quickbooks, Hydra

    7 votes

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    1 comment  ·  Integrations  ·  Admin →
    1. please get rid of the processing status pop-ups that appear on the bottom left side of page. They're not required. Anything that isn't processed or has error processing will remain in the In Box. The scrolling pop-up is annoying and takes up screen space. I know it was moved to the bottom left side of the screen as an improvement, but it's just in the way. Get rid of it pretty please :)

    2) re: Multiple line items. I use this feature all the time and set supplier defaults, then edit each entry. Is there a way to condense the…

    7 votes

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    0 comments  ·  Line Items  ·  Admin →
  4. This is a feature request: Ability to force bank feeds similar to the way we can do with Costs. Thanks

    7 votes

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    1 comment  ·  Bank  ·  Admin →
  5. Prevent supplier to be added.
    When we use Xero we want to prevent new suppliers published to Xero but have Xero suppliers set up in Dext. A part of customer/supplier database creation internal control recommendation.

    7 votes

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    0 comments  ·  Rules  ·  Admin →
  6. 7 votes

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    0 comments  ·  Other  ·  Admin →
  7. 7 votes

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    1 comment  ·  Integrations  ·  Admin →
  8. 7 votes

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    0 comments  ·  Expenses  ·  Admin →
  9. Currently when two logins are merged, the one that gets deleted is anonymised in all history logs. Everything that user edited /amended on any item in the past shows as "done by Dext Prepare". After the merge, we lost all this audit trail and all the history is now anonymised. This is very inconvenient and could cause issues when trying to track who booked which item to which account etc.

    6 votes

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    0 comments  ·  Other  ·  Admin →
  10. Similar to existing requests for bank details, when an invoice is received from a new supplier, we should be able to add supplier details to that record to then sync to the end accounts integration. For example, adding an invoice from a new supplier should not be able to be processed until certain fields such as bank account details are added.

    6 votes

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    1 comment  ·  Workflows  ·  Admin →
  11. For Workflow Approval: Please we need to Assign a user in the practice as the manager of the users in the client account by adding them to the approval workflow. thanks for considering this feature.

    6 votes

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    1 comment  ·  Approvals  ·  Admin →
  12. LOVE, LOVE, LOVE the date feature "set to ___". Please also do that for the due date.

    6 votes

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    1 comment  ·  Extraction  ·  Admin →
  13. It would be ideal if when uploading a credit card receipt , the field supplier would be optional. This would help to not to create additional suppliers card files in the accounting system

    6 votes

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    0 comments  ·  Expenses  ·  Admin →
  14. Please could you add additional fields for columns as per the below: I would like to add columns to the costs inbox and archive to display the following details: received into Dext date, published date and published by user name. It would also be useful to access a report showing the number of items submitted to Dext each day, the number published and the number of flagged items.

    6 votes

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    0 comments  ·  Design  ·  Admin →
  15. Ability to merge multiple suppliers to one as per accounting software contacts.
    I.e. Dext reads a 'MFG south' and other locations, should be able to set rules to prevent excessive contacts (basic excel commands would be nice)

    6 votes

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    0 comments  ·  Extraction  ·  Admin →
  16. As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)

    6 votes

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  17. Be able to upload EML files to Dext

    6 votes

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    1 comment  ·  Extraction  ·  Admin →
  18. for certain users to be able to see documents only relating to their Xero tracking category, not all items and not only the ones they've submitted (Basic user)

    6 votes

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  19. Often 1 Supplier ends up with multiple Supplier Names. A new Supplier name is created because Dext read the bill differently or read the company logo not the name full name in the address on a bill. For example, Dext / Dext Canada or Independent Grocer / YIG / Steven's Independent. I would really like to be able to set 1 Supplier and tell Dext if it sees the other variations to select the Supplier that already exists in QBO. This would save time trying to figure out which name Dext created and published to and merging the mutiple names…

    6 votes

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    0 comments  ·  Extraction  ·  Admin →
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