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  1. Custom export settings. I would like to export all my receipt PDFs with individual names, dates, and dollar amounts ie. " 2023-05-11 McDonalds $25.00 " using the date it has gathered from scanning instead of having a default export name as "company - export date"

    4 votes

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    1 comment  ·  Expenses  ·  Admin →
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  2. Match delivery note to invoice.

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  3. If you could have the payment terms pair with what is set up in QBO with suppliers this would be awesome instead of net 30 or due on receipt.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  4. It would be very helpful to be able to invite more than one accountant/bookkeeper user as they are not always the same firm/person, but may still need access with the client's business showing on their client list so staff members can access documents.

    4 votes

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    0 comments  ·  client list  ·  Admin →
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  5. Restrict the list of Payment (in the payment drop downs) to what I use - not every random payment method extracted off any payment made by anyone in the company!

    4 votes

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    0 comments  ·  Design  ·  Admin →
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  6. Have an option for claiming for a company vehicle wash , most jet washes are coin operated and do not supply you with a receipt so the money can not be claimed back

    4 votes

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    0 comments  ·  Bank  ·  Admin →
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  7. Be able to select how files are named for backup. Ex. right now its supplier/customer-itemID#.filetype
    I would like to select a default for what info is included in the file name. My suggestion is to include the option to select name file: document reference #, invoice date, and the supplier name + item ID (as mandatory) Ex. supplier/customer-DOCUMENTREFERENCE#-itemID#.filetype

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  8. I would like to forward invoices to another app that does payment process but it has to be forwarded in PDF from a known email (that I can identify) to this other app. This other app will process and pay the invoice. So I don't want to be downloading individual invoices and then manually emailing from my email account manually. Is there a way I can find out the email address my DEXT account is sending the email from? In addition to that, I need to identify the email address Dext is sending the pdf from. It has to be…

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  9. Hi, we currently have a Dext subscription that we use for staff expense claims, and we've set up specific users for approval. However, all expenses for approval are currently being routed to one inbox (expense list). Is there a way to configure this so that each approval user has their own individual inbox, ensuring that only expenses assigned to them are visible for approval?

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
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  10. Being able to to adjust vat boxes in line entry would make life easier and quicker as I have a supplier who seems to round up whilst dext rounds down making invoices 1p out on many occasion - sometimes dext wont publish it at all till its correct and sometimes it will publish but changes the figures about to allocate it where it thinks best - either way I have to double up on the work and do manual change in Sage 50

    4 votes

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    0 comments  ·  Line Items  ·  Admin →
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  11. Extract item types for Sales documents.

    4 votes

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    1 comment  ·  Extraction  ·  Admin →
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  12. Primary columns in Line items. I don’t want Location, Quantity or Unit Price.

    4 votes

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    0 comments  ·  Line Items  ·  Admin →
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  13. Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
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  14. 4 votes

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    0 comments  ·  Design  ·  Admin →
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  15. 4 votes

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    1 comment  ·  Design  ·  Admin →
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  16. The ability to report mistake on Costs/Sales items directly in the Item Details page

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  17. let's say if the expenses are with different currency, like HKD, USD, RMB, and i want the report can show the total amount of expenses in HKD, USD, RMB separately,

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
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  18. Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).

    4 votes

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    1 comment  ·  Design  ·  Admin →
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  19. Have the Auto-splitting extraction option for Sales items.

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  20. Permanent removal of item in the submission history

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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