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1761 results found

  1. Option to convert items uploaded in supplier statement to Cost / Sales (one similar to convert between sales and costs)

    3 votes

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  2. 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.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  3. Ability to download excel or csv of the supplier statement submitted

    3 votes

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  4. The ability to add in an email address (and maybe recipient name) into the suppliers in DEXT, so that they automatically appear when requesting paperwork through Supplier Statements e.g. below

    3 votes

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  5. There are occasions when uploading an invoice that it turns out to be a duplicate but no message to that effect is received. It would be useful in every instance that there is a duplicate that a message popped up stating that. Also the short directions on how/where to locate the duplicate. It is a rare event so the user will need directions to locate the file.

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  6. Sync supplier statements with MYOB.

    3 votes

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  7. Please can you program the Tax Amount so that it can be over typed when using tax amounts - sometimes the tax amount is not 20%, for example, and to save having to use separate line items with different tax codes, it would be simpler to over type the tax amount. Some software like sage does allow the tax amount to be different to the calculated rate.

    Using the Extracted Value is not always an option to over type the VAT because often the ivoice wont publish when the Extract Amount tax code.

    many thanks

    3 votes

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  8. Currently, you set your default tax codes in the integration (we are using sage 50). This means when you use extracted tax, any left over amount always goes to T0 (our 0% rated tax codes). This works in most cases, however when looking at payment processing, water suppliers etc. They have may portion of there which is taxable and a portion that is tax exempt. The current system puts that tax exempt portion into our 0% rated tax code rather than our exempt tax code. I am then having to go into Sage 50 and manually change the tax codes.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  9. 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

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  10. When I use the 'Multiple' option in the Dext app for uploading receipts, it would be nice to set the category for an entire group of photos. That's what I thought I was doing when I used that option, but only just realized today that it is only categorizing the first photo of the series! Some way to group and categorize items would save lots of time.

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  11. unit cost tracking - I am interested in the cost of individual line items on invoices.

    3 votes

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    0 comments  ·  Line Items  ·  Admin →
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  12. Good morning!
    I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.

    3 votes

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    0 comments  ·  client list  ·  Admin →
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  13. Allow for each submitted Invoice (where the rebillable option has been selected) to create a sales transaction for each item and attach the associated Invoice.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  14. Integrate with Acumatica

    3 votes

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  15. Would really like the new 'Extracted PO Number' field included in some of the CSV export options. Ideally the Dext Prepare Default to be specific

    3 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  16. Notifiy user when integration with accounting software has expired and needs to be connected again.

    3 votes

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  17. I think it would be really useful to have the "Note" tab change colour or indicate in some way when a note is in there. That way it could alert the user to check the notes before processing a document.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  18. Dext should also extract the address including the country.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  19. I think the order of the Amount info on the "Item Details" page needs to be in a different order.

    I think it should be (from top to bottom):

    Net Amount
    Tax Amount
    Total Amount

    So it matches how most invoices received are shown.

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  20. When an invoice is partially matched to a purchase order, a record of this should be pushed through to Xero (using the notes section on the PO), rather than only updating when fully billed.

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
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