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1497 results found

  1. Admin users in a PPC account to be able to send Paperwork Requests to their colleagues.

    5 votes

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    0 comments  ·  Bank  ·  Admin →
  2. CIS - it would be really useful if Dext could pick up the CIS rate from Xero and when the CIS labour expense line is selected you can see the net amount before it gets pushed to Xero.

    5 votes

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  3. Show in Xero who the submitter/uploader and also the publisher were.

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
  4. There needs to be navigation buttons at the tops of the page, not just the bottom. For instance, when I'm on a report or a supplier list, I have to scroll all the way to the bottom to change pages. They should be in both places for efficiency.

    5 votes

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    1 comment  ·  Workflows  ·  Admin →
  5. 5 votes

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    1 comment  ·  Design  ·  Admin →
  6. 5 votes

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    0 comments  ·  Extraction  ·  Admin →
  7. Show an check-box in the Filter option for the re-billable status of the items

    5 votes

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    0 comments  ·  Other  ·  Admin →
  8. Matching bank transactions for users integrated with Freeagent

    5 votes

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    0 comments  ·  Match  ·  Admin →
  9. 5 votes

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    0 comments  ·  Extraction  ·  Admin →
  10. Hi. I often go through the supermarket receipts e.g. Tesco which don't have VAT breakdown on them. When the client buys cleaning products, it would be useful to have an option to open a small calculation spreadsheet to work out the VAT amount on those cleaning products. it would also be useful if one could save this with the original receipt as a record of how the VAT was worked out.

    4 votes

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    0 comments  ·  Design  ·  Admin →
  11. For approvals, can we have these approvals printed on the invoices prior to publishing?
    Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.

    Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.

    The approval is a great feature, but defeats the purpose for audit.

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
  12. If we need to enter an old date we can't just enter 01012024, we have to put in / which is frustrating as in QBO you can just enter the numbers so it's a habit already. Dext gives an error 'Use dd/mm/yy.' it would be useful to not have to add in the /

    4 votes

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    0 comments  ·  Design  ·  Admin →
  13. When signing out of Dext . Bookmark the next invoice in Costs & Sales to continue later from that invoice

    4 votes

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    2 comments  ·  Workflows  ·  Admin →
  14. There is a new feature added to auto-fill the Description and Category based on a selected Product/Service. Can you make it an option to turn the auto-fill off? We have custom descriptions for all of our expenses, so it is very frustrating when the description gets over-written if the the Product/Service is selected AFTER typing in the Description.

    4 votes

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    1 comment  ·  Expenses  ·  Admin →
  15. Hi! I really think it would be incredibly useful to be able to use the new supplier statements section to DIRECTLY mark statements as paid in QBO, select the payment date, and attach the supplier statement document directly to the payment record in QBO. I initially thought this was a part of the new feature , and while it is useful as is I think this would take it to the next level!

    4 votes

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  16. Merging Expense's clams
    I have Expense claim opened and there are expenses claimed by Sean - one is with TYPE: Auto and other Regular. I would like to merge it under one but it is not possible. It would be really useful feature. Thank you.

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
  17. We would like to be able to add PO numbers before publishing. Businesses use this system even if the invoice does not have a PO - clients will add one by hand.

    4 votes

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    1 comment  ·  Other  ·  Admin →
  18. I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know…

    4 votes

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  19. I would love to be able to change the reference number on the reports to make the submission for approval by our client even better

    4 votes

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    1 comment  ·  Expenses  ·  Admin →
  20. unit cost tracking - I am interested in the cost of individual line items on invoices.

    4 votes

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    0 comments  ·  Line Items  ·  Admin →
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