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1497 results found

  1. Publish the item's image alongside the document info to QuickBooks Desktop

    3 votes

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  2. Hi; similar to exporting a document to tax invoice in Xero, I'd like to export a document to a purchase order in Xero - the reason being that company procedure dictates that a PO must to be raised in Xero for every purchase before the invoice in Xero is created. Using PO matching with Dext to Xero means I have to create the PO in Xero anyway, which kind of defeats the purpose of streamlining the process.

    3 votes

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  3. Create 2 effortless expense reports reports based on the payment method for the same user

    3 votes

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    1 comment  ·  Expenses  ·  Admin →
  4. QBO Self Employed

    3 votes

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  5. sharing an invoice to another client account.
    often is happening that an invoice is uploaded in the wrong amount by the client if they have more than one company. this way we can send the invoice to the correct dext company account without downloading the document s and uploading it again.

    3 votes

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    0 comments  ·  Other  ·  Admin →
  6. Be able to crop/edit items already added to the account to avoid background distractions for the client, show only the receipt

    3 votes

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    0 comments  ·  Other  ·  Admin →
  7. Just hoping there is a way I can clear out the user list on the filter option. At the moment when I filter - the user list brings up all suspended users too. How do I remove them to be active users only?

    3 votes

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  8. Add the document date to the Duplication criteria for duplicate items.

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
  9. When you upload multiple files through the direct submission method - have an option for the system to process them as a single item. Like the Combine mode in the Mobile app

    3 votes

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  10. Ability to hide an invoice from other users and let it be accessed by certain ones.

    3 votes

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  11. Assign multiple tracking categories to a document

    3 votes

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    0 comments  ·  Other  ·  Admin →
  12. Show the Matched status of items when downloading the separate transactions or the bank statements.

    3 votes

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    1 comment  ·  Bank  ·  Admin →
  13. 1) The combobox is tiny. 2) The search matches any characters... so if we search for customer abbreviations "ABC" or "ARN" it will find any customer with any of those letters. That's not helpful. Fuzzy search terms should at least be space delimited, so acronyms/abbreviations only match a sequence of characters, not any characters in the entire string.

    3 votes

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    0 comments  ·  Line Items  ·  Admin →
  14. 3 votes

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  15. Add the following fields for bulk editing:
    1. Category. Right now there are only Products/ Service
    2. Paid
    3. Paid by
    4. Which bank account it is deposited into.

    3 votes

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    1 comment  ·  Other  ·  Admin →
  16. Many expenses are paid by eTransfer or Debit which is associated with a bank account. But when completing the payment/publish to section of the details, Dext only allows me to use Cheque for a bank account. The expense was not paid by cheque, it is an expense and should be posted as such but we should have the option of Debit or eTransfer when completing Publish to. This would be great.

    3 votes

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    1 comment  ·  Publishing  ·  Admin →
  17. CIS subtotal appearing on CIS invoices

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
  18. The "Automatic Zoom" doesn't work as anticipated. I have to click the pulldown menu to select "Page Width". Can we have the ability to set this as our default setting?

    3 votes

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    0 comments  ·  Design  ·  Admin →
  19. Set a rule for a user which will apply a certain supplier with its rules to the invoice submitted by the user no matter the supplier on the invoice.

    3 votes

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    1 comment  ·  Rules  ·  Admin →
  20. Access multiple accounts in one page in the Web app.

    3 votes

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