1761 results found
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Select default type of Sales items with Customer rules
add option to select Default type of Sales invoice (Sales Receipt/Invoice) as a rule under Customers rules
3 votes -
Assign multi users (basic users) to one supplier invoice
Assign Multi-Users to Same Supplier Invoice
This will allow us to have multi basic users to view same vendor invoice as one vendor invoice might have items for different projects and clients.
Thank you.3 votes -
Have the ability to reconcile charges to receipts in Dext
Have the ability to reconcile charges to receipts in Dext
3 votes -
Approval audit trial
Another feature that I would like to see for the approval is that the audit of who approves should also be published to the accounting software as supporting document. If it is kept in Dext then they are disconnected because you have to refer to 2 systems.
3 votes -
adding multiple projects to a single receipt with multiple line items
Adding multiple projects to a single receipt with several line items
3 votes -
Assign a project via email submission
When emailing in, it is currently not possible to assign a project. It is possible to assign a note by putting the note between #note.
So can it be made possible to simply type #PROJECT:NAME in the body of the email to pickup the project ?
As a fail safe, If the user spelt it wrong and it doesn’t match any current projects, it would sit in the review inbox3 votes -
Publish with analysis code to Sage
Possibility to publish a supplier invoice with analysis code to Sage
3 votes -
3 votes
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reject invoices
Ability to "Reject" an invoice after recevied by Surf but before publishing- and let the sender know it has been rejected . Preferably with a comment field.
3 votes -
Restrict Bank Statement Extraction for clients
The ability to restrict client accounts from submitting Bank Statements for Extraction.
3 votes -
3 votes
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3 votes
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Pin specific accounts/clients at the top of the client list
The ability to pin specific accounts/clients at the top of the client list.
I believe this feature would help those that have access to 10s of different accounts, but only need to log into a select few.
Perhaps not a fundamental change, however it would reduce the need to continuous search through a large client list.
3 votes -
"Mark as rebillable" as a Product and Services rule
Make Product and Services rebillable by default
3 votes -
Publish items to QBO as an expense rather than a bill or check
In QBO you can enter items as a bill, a check, a credit card transaction, and also as an expenditure. It would be wonderful if I could publish items to QBO as an expenditure from Dext for items that were paid with an EFT. Currently, if a client uploads a bill paid by EFT to Dext, I have to then manually enter it in QBO as an expense.
3 votes -
Mulitple Projects for Customers
Need the abaility to assign multiple 'Projects' to a 'Customer', currently can only assign a single project to each customer.
3 votes -
Dext exporting document name
When Dext exports a document to WorkflowMax, the document name defaults to Dext ref number. I suggest this should be the invoice number and supplier name so that it is easier to locate on Workflow for non Dext users.
3 votes -
Easily add practice admin users to all clients
When setting up a new client and it asks which team members need access, splitting users into admin and basic sub categories so that i can select all admin users easily plus ad hoc other users that i want.
3 votes -
Improve Practice Insights
The ability to drill down on average delay days and auto publish % in practice insights would be great.
3 votes -
a field called "Your Order Number"
We use Job numbers on some of our supplier orders. How can these be shown in dext. This will have a field called "Your Order Number". I'd like that shown in Dext automatically.
3 votes
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