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  1. It would be extremely helpful to see upload dates and publishing dates per transactions. AND to be able to search for documents by either of those two dates.

    2 votes

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    1 comment  ·  Design  ·  Admin →
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  2. Would like to be able to upload via Google Drive or Microsoft SharePoint, not just DropBox. A lot of clients use these platforms.

    2 votes

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  3. Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and if it's paid or not.

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  4. Sales line default for all customers rather than creating sales line template for each customer. Majority of customers for some clients are different, however the format of the sales invoice is the same. This would be a big time saving feature that I believe would benefit a lot of bookkeepers and businesses.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  5. It is great that DEXT can match an invoice to a purchase order.
    However sometimes I have multiple items on an invoice that relate to multiple purchase orders.

    It would be great if DEXT would enable me to select each of the purchase orders relating to the invoice. At present I can only select one purchase order which makes it difficult to post the invoice.

    2 votes

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  6. limit the ability of users to be able to add a category, some users should not be able to code their items

    2 votes

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    0 comments  ·  Categories  ·  Admin →
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  7. 2 votes

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  8. It would be nice to have the option to disable the 2fa on the client side when they needed to switch from one authenticator app to a new one.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  9. maybe a feature which simply lets you split pages but choose which pages to split would be great

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Export Archive data on a PER USER basis. I want to know who archived what items without having to go into each separate item

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
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  11. To allow more than 11 Characters on the document reference number or invoice number field for QuickBooks Desktop Integrated Accounts. Currently, there's a limit of 11 characters (QuickBooks Desktop allows a max of 11 characters).

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  12. Connecting your bank card to your system -

    Receive an automatic notification and require mandatory entry when money is withdrawn from any bank card.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  13. There's a feature we'd love to see implemented (if not already planned). This is to add the ability to notify the Dext Prepare user when invoices are assigned to them. Would be super helpful. Thanks!

    2 votes

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  14. Get email or other notification when an uploaded invoice hits due date, so I know when to transfer the amount.

    2 votes

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  15. It would be useful to see the BACS details of the selected supplier whilst reviewing invoices as sometimes we not use a particular supplier

    2 votes

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  16. When adding multiple invoice to one PO will it provide a running balance ie. how much is left on each po. Can the system also alert us when the PO has exceeded the value of the PO in Xero?

    2 votes

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    0 comments  ·  Match  ·  Admin →
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  17. I have some clients with more than 1 company and they often upload a receipt to the wrong company. It would be very handy if a receipt could be moved to another company, the same way it can be moved to Sales/Costs

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  18. Publish Expense report to Quickbooks desktop through the Web app

    2 votes

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  19. I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.

    2 votes

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    1 comment  ·  Publishing  ·  Admin →
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  20. 2 votes

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