1788 results found
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Workflow Max Integration
Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?
3 votes -
AMAX - Rename "Projects" and "Projects 2" to "Classes" and "Locations"
Classes in QuickBooks Online are called 'Projects' in Dext with the Approval Max to QBO integration. It should be 'Class', why give it a different name?
3 votes -
3 votes
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Extract Sales Credit notes with the relevant document type
recognise sales credit notes when uploaded - if a client submits a credit note, it is currently processed as a Sales invoice, instead of Sales Credit note
3 votes -
Archiving option for paperwork match via System settings
Archiving option for paperwork match via System settings
3 votes -
Assign Class when submitting via email.
Assign Class when submitting via email.
3 votes -
Set rules for Expense Reports
Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination
3 votes -
File Storage option to specify location on drive for backups
File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.
3 votes -
PDF export of page
I would like te export everything on this page layout to PDF
3 votes -
Costs Report
Ability to add cost items to monthly reports.
3 votes -
3 votes
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option to purchase bundles for additional line items
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 -
Show separate tax columns in Flexible Columns for secondary tax rates
Show separate tax columns in Flexible Columns for secondary tax rates instead of showing just the total Tax amount column.
3 votes -
Make Changes to Settings and New Supplier Rules affect items already in the inbox
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 -
Bulk the transaction by suppliers and tax codes
It would be nice and time saving on my part if we could bulk transaction with by suppliers and tax codes as in Canada we have different tax code by provinces and need to currently change them. Other thing it woud be nice to extract the city or province in which the expense was place, and ig we could sort them, this would help save time, and make sure the tax code is properly inputed.
3 votes -
History of all items in the account in one summary
Have the option to get a summary of all item history within the account into one report that is downloadable.
3 votesHi,
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.
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extract time from receipts
extract time from receipts
3 votes -
3 votes
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DRC for Sales invoices
Ability to turn on the 'Domestic Reverse Charge' for Sales invoices.
3 votes -
CIS support for Sage Accounting
Have the option to enable CIS for Sage Accounting
3 votes
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