1760 results found
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Extract Sales payments- Export to exact Sage Account
Extract payments from bank statement.
Allow them to be coded up manually with say Account no. Then export each coded transaction to the relevant account in Sage as a SA. This then allows user to match SA against invoices in Sage2 votes -
Rules for multiple tax rates for a single item
If an invoice has both zero-rated and 20% VAT it won't pick that up.
2 votes -
Dismiss "Queued for Processing" prompts in the Web App.
I'm using Dext (previously Receipt Bank) and every time I process a receipt I get a message up on the bottom left of the screen which tells me it's queued for processing. Is there a setting so I can remove this message constantly flagging up on my screen? It becomes irritating and distracting when you're processing 20-30 transactions
2 votes -
Recording bank transactions properly as Debits or eTransfers
Many expenses are paid by eTransfer or Debit which is associated with a bank account. But when completing the payment/publish to section of the details, Dext only allows me to use Cheque for a bank account. The expense was not paid by cheque, it is an expense and should be posted as such but we should have the option of Debit or eTransfer when completing Publish to. This would be great.
2 votes -
2 votes
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Amend Client Settings in Bulk/Pre-set Client Accounts
We want to be able to change all of our clients settings in bulk, for example, the "Show net amount" one. We also need to be able to pre-set this to be ON as default for new clients.
2 votes -
Restrict colleague users from publishing within the client accounts
Have the option to restrict a colleague user from publishing items to the accounting software when they view the items within a client account. They should only be able to edit them without the option to publish.
2 votes -
Receive a notification when a user creates an Expense Report
Receive a notification when a user creates an Expense Report within the account.
2 votes -
Auto-populate the Purchase Description as Description from Xero when selecting a Product/Service
Auto-populate the Purchase Description as Description from Xero when selecting a Product/Service
2 votes -
Integrate with Aplos
Integrate directly with Aplos
2 votes -
QuickBooks – do not show projects marked 'completed'
When I have an expense, I do not want the system to give me the option to post to a project that was marked 'completed' in quickbooks.
Example: I did a project named Anderson 2 years ago. Now I have a new 'Anderson' job, and Dext is still allowing me to post the the Anderson job that was completed 2 years ago.
Solution: Only show 'In Progress' projects.2 votes -
Publish a Debit Card Refund to go back to the bank account in QBO
Publish a Debit Card Refund to go back to the bank account in QBO
2 votes -
CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
2 votes -
Integrate with ApprovalMax for NetSuite
Be able to ntegrate with ApprovalMax for NetSuite, not only Xero and QBO
2 votes -
Link Payment Methods to Categories
It would be great if there's a way to allocate a payment method to a category. For example, all costs with category X are paid in cash and therefore I would like to make it so anything with that category is paid to the cash account.
2 votes -
Add "Managed By" column to main Client View window options
Add "Managed by" column on Client View screen
2 votes -
Have the option to sync and notify to Dext once a published expense has been paid within Xero
Have the option to sync and notify to Dext once a published expense has been paid within Xero, to let the employee know they have been paid
2 votes -
2 votes
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2 votes
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Limiting additional item in existing Expense report
Existing expense reports (end date passed) not editable or limit the possibility to add additional documents in it.
2 votes
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