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1761 results found

  1. Archiving option for paperwork match via System settings

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Assign Class when submitting via email.

    3 votes

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  3. Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination

    3 votes

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    1 comment  ·  Rules  ·  Admin →
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  4. File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.

    3 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Ability to add cost items to monthly reports.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  6. 3 votes

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    1 comment  ·  Line Items  ·  Admin →
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  7. Option to purchase additional bundles for Line Item extraction. Currently the highest plan does not cover the needed documents for Line Item Extraction and would be great if there was an option to purchase additional bundles to cover the needed limit

    3 votes

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    Under Review  ·  1 comment  ·  Direct  ·  Admin →
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  8. Make supplier rules and option changes affect items already uploaded or in the 'Ready' section, not just for new uploads.

    It becomes quite annoying when you only realise some settings need to be changed after documents have been uploaded, only for those updated settings to not affect the items already in the inbox.

    Auto-Categorisation forces items into the 'Ready' section without all the information needed, and then when a supplier rule is set, it wont affect the items already put through, despite the 'apply to all items in inbox' option being ticked

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  9. Have the option to get a summary of all item history within the account into one report that is downloadable.

    3 votes

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    0 comments  ·  Design  ·  Admin →
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    Hi,


    Thank you for your feedback


    I thought I would highlight we have the submission history page. In the left hand menu, if you navigate to My profile, and you will see submission history in the expanded menu.


    We are looking at improving this, and adding functionality so will leave this ticket under review. Please do provide any further feedback in the meantime.

  10. extract time from receipts

    3 votes

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    0 comments  ·  Extraction  ·  Admin →
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  11. Functionality in Dext Prepare to have an email address for bank statements that can set up for clients, and can be used to send in the PDF. Some clients do not want to give access to the online account so they email the bank statements.

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  12. 3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  13. Ability to turn on the 'Domestic Reverse Charge' for Sales invoices.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  14. Have the option to enable CIS for Sage Accounting

    3 votes

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  15. The ability for an end client to see their own Monthly Usage from their account, including Item Extractions and Bank Statement Extractions (Sheets).
    When their account is under an Accountant's subscription.

    3 votes

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    0 comments  ·  Design  ·  Admin →
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  16. 3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  17. Should be able to set a default customer for each user, or for each payment method. would help autofill that section for each cost item

    3 votes

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    0 comments  ·  Rules  ·  Admin →
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  18. In the sense of after each upload an updated VAT total overall with everything that has been uploaded.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. Have the option to show the subaccounts on the CSV/PDF when downloading transactions

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  20. The ability to notify clients when their attention is needed regarding a Fetch Connection

    3 votes

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