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1497 results found

  1. Ability to auto Publish a document based on type whether it is a receipt or an Invoice.

    For example I have a supplier called UPWORK that I can auto fetch the documents from them. However I receive both invoices and receipts. i want the ability for that supplier to auto publish the receipts but ignore the invoices.

    6 votes

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    0 comments  ·  Publishing  ·  Admin →
  2. Send a notification to the user when an item has been deduplicated.

    6 votes

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  3. Can we make fields such as the payment method mandatory? As in, is it possible to prevent automatic movement to the 'ready' section if the payment method has not been specified (manually or by a supplier rule)?

    6 votes

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    0 comments  ·  Other  ·  Admin →
  4. Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.

    6 votes

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    0 comments  ·  Rules  ·  Admin →
  5. I am wondering if Dext can issue purchase order

    6 votes

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    0 comments  ·  Other  ·  Admin →
  6. Can I enter a purchase order in this version of dext then when the invoice comes in, match them up?

    6 votes

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  7. 6 votes

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    1 comment  ·  Extraction  ·  Admin →
  8. Ability to add a PayPal Bank Account in the list

    6 votes

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    0 comments  ·  Bank  ·  Admin →
  9. Be able to set up a rule outside of supplier rules (sort of like a global rule) that when a vendor/supplier gets recognized that is close to the name of an already created supplier that it will auto-change the supplier name and apply the supplier rule for that name.

    For example, a lot of gas stations and restaurants will have names that have the brand followed by a street or location, such as Esso on Main Street. Instead of creating a new supplier called Esso on Main Street, the global rule could say something like: If Esso is in the…

    6 votes

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    2 comments  ·  Rules  ·  Admin →
  10. For error message saying the document was rejected because it already exists in the account - if in the error message it can include a link to the previously uploaded document.

    6 votes

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    1 comment  ·  Extraction  ·  Admin →
  11. Ability to enter purchase no for each invoice as required in MYOB - currently with no option available, MYOB is just autonumbering it

    6 votes

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  12. The Advanced Search feature should show up on the search function as soon as you go into the supplier list, not once you go into the archive view for a specific supplier. It would be nice to search ALL entries for a particular date range either by all users or a particular user. You can do it once you go into a specific supplier archive view and just remove the supplier name at the top, put in the date range, and user name but it should be easier to find than that. I would like to be able to search…

    6 votes

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    1 comment  ·  Workflows  ·  Admin →
  13. Hi It would be REALLY handy when your in DEXT and your about to pay a supplier ... I check all uinvoices and then go to list view ... A RUNNING TOTAL would be so handy so I can select the invoices see a total pay then screen shot and send as remittance then archive .. At moment I have to select ----> .. export---> save CSV----> total up CSV---> screen shot----> pay vai bacs----- Go back to dext then it looses the list ----> publish-----Upload Remitance screen shot----> email supplier its a chew on !!! Many thanks Leo

    6 votes

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    1 comment  ·  Other  ·  Admin →
  14. Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.

    6 votes

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  15. I would like to pull division from Surf Accounts

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
  16. Currently, there is a tool to merge suppliers in Dext Prepare. It would be good if the same tool is created for customers as well.

    6 votes

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    1 comment  ·  Rules  ·  Admin →
  17. Download and Extract Item History and Audit Trail logs as a report

    6 votes

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    1 comment  ·  Other  ·  Admin →
  18. Ability to create journal entries in Dext publish to QuickBooks Online

    6 votes

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  19. 6 votes

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    0 comments  ·  Design  ·  Admin →
  20. Our staff travel a lot and we are now moving to a per diem rate for travelling. Is it possible to set the rates in Dext as per HMRC guidelines? So that staff can raise a claim in Dext for days they are claiming for and the countries that we visit the most? Or does it have to all be done manually?

    6 votes

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    2 comments  ·  Expenses  ·  Admin →
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