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1497 results found

  1. Set payment method as a customer rule.

    2 votes

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  2. Complete inability to treat logos as logos and not indecipherable text.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  3. Option to support and publish in multi currencies. Seems that they have released this lately- https://help.bill.com/direct/s/article/360006921292

    2 votes

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  4. 2 votes

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  5. Duplicate Items
    When there are duplicates - give a choice as to which one is processed - sometimes the bad copy comes up as the original and it is not possible to process the good copy

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  6. Show the selected tax rates for Line items on the item's details page, instead of clicking on Edit Line Items to see them

    2 votes

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    0 comments  ·  Design  ·  Admin →
  7. Have a separate memo field for QBO intergated accounts - not use the description field, instead have both.

    2 votes

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  8. We are using Approvalmax for Xero integration and we noticed that the ABN/GST Check has dropped off once we change the integration. Can the ABN/GST still be retained as this is a critical point of checking? This would entirely make the job a lot easier & faster

    2 votes

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  9. As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.

    2 votes

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    0 comments  ·  Design  ·  Admin →
  10. I want to be able to add Notes to Xero bills when I process them through Dext. Note, this is different from the bill description. This is a helpful feature to resolve my company's issue of dealing with a lot of suppliers that prefer BPAY as payment method. We want to use Parakeet in processing those bills, but the problem is, BPAY reference had to be put as Notes on the bill in Xero and I am hoping I can do that in Dext when I finalize the bill before pushing it to Xero.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  11. Have the option to mark a Sales item as paid before publishing to Sage Accounting

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  12. Access to a "Demo client" to show new users different functionality of Dext when everything on their own personal account(s) are not yet setup.

    2 votes

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    0 comments  ·  Onboarding  ·  Admin →
  13. Apply mark up taxes to documents when publishing to WorkflowMax

    2 votes

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  14. When using Bank Match with Xero, upon autofilling the information the “Publish to” destination will always default to Purchases. Can we also publish Bank Match autofilled items to Bank Accounts?

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
  15. Sales Receipt and Sales Credit Note support for Surf

    2 votes

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  16. Have the option to extract or apply inventory codes from Xero.

    2 votes

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  17. It would be great to have a CIS function so that when the invoice goes into the accounting software the deduction is already made and doesn't have to be entered manually.

    2 votes

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    Under Review  ·  0 comments  ·  Other  ·  Admin →
  18. I would like it when I choose "maybe later" to not be the very next invoice when it asks if I want to create a rule. I don't actually want to set any rules for one of my biggest suppliers. There needs to be a "no" option.

    2 votes

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    1 comment  ·  Rules  ·  Admin →
  19. Dext is picking only one transaction in Xero to match all invoice with the same, date, amount, supplier name but has different invoice #.

    Add invoice number to criteria when Matching items using Paperwork Match

    2 votes

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  20. For a bill in Quickbooks we have a field called Ref No. I thought that it might populate it with the document reference value.
    I understand that this only works if an invoice number is picked up automatically.
    In the case of a receipt - with no clear document number, the entry for document reference is empty.
    Therefore we are manually entering a reference number. In the case where we have used a manually entry for the document reference number, and approve to send to quickbooks, the Ref No. field remains unpopulated.

    The current behaviour was described by tech support…

    2 votes

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