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  1. 2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  2. I need to be able to show someone the old invoice but I can’t seem to print or email from
    The phone app.

    2 votes

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  3. We have a client that has a vendor who sends everything to their Dext account (order confirmation, short stock reports, invoices, payment receipts). We would like Dext to be able to auto-archive those documents that are not invoices for this vendor and then auto-publish those invoices to Dext.

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  4. When creating a Missing Paperwork Report include all the transactions that are missing an image, not limit it to 100.

    2 votes

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    0 comments  ·  Bank  ·  Admin →
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  5. Allow the subject of the email to be the category it must be allocated to when using email in documents. Currently cant be categorized until in dext

    2 votes

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    0 comments  ·  Categories  ·  Admin →
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  6. Extract data from supplier invoices to set a rule to record to certain categories in Xero. E.g Client has multiple cafe's that need to be identified in Xero by categories. Have the ability to set a rule in Dext to record a bill to a selected category based on the delivery address on the suppliers bill,

    2 votes

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    0 comments  ·  Categories  ·  Admin →
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  7. I use moneysoft to provide payroll, and email the payslips to Dext. I have to manually enter minus signed in front of the line items to account for tax and other deductions.

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  8. Hi

    It takes over 1hr+ regularly to refresh Categories & Suppliers for our Customer, when we've take on a new client and we're resetting their CoA and updating Suppliers this is quite time consuming to wait.

    2 votes

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  9. Keep Categories archived when switching integrations. I just switched integrating between quickbooks and Xero and was blown away to find out that all my categories went blank. These items are archived and therefore should not change

    2 votes

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  10. Show the paperwork URL within Dext so it can be copy-pasted without having to export to CSV or republish. I'm often adding and merging paperwork to Dext after I've already published a transaction, and this invalidates the URL from the initial Publish (at least in QB Desktop). It would be much easier to update the transaction with a new URL if we didn't have to export to CSV or unpublish/republish first.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  11. Allow basic users the ability to set supplier rules for suppliers entered by them.

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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  12. On the costs inbox . you have to click onto the invoice to set a supplier rule, rather than just having it on the category drop down which you can change, but not set a supplier rule

    2 votes

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    0 comments  ·  Categories  ·  Admin →
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  13. Stop client publishing supplier statements to QuickBooks

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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  14. The QBO Memo field is not getting populated with the Description under Item Details. If there is only 1 line item, is it possible to set the QBO Memo = Line Item Description, since when there is more than 1 line item a new description is entered for each line anyway.

    2 votes

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  15. When inputting an unrecognizable date instead of Dext automatically setting the date to today's instead (similar to the suppliers feature) it could say 'unknown date' as the setting to the current date can beome confusing.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  16. Turn on Mileage Claims feature for Singapore Region

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  17. Quicken has an excellent vendor Naming Rules and it would be tremendously helpful to have a similar feature in DEXT!

    When DEXT picks up a certain Supplier name I would like to be able to map what it sees to what needs to be used!
    Example: DEXT is showing Shopify, I would like DEXT to memorize "when you see Shopify, use Shopify Fees (supplier name) instead." So many names picked up by DEXT are partially correct, a naming rule would expedite the constant human process of looking for the correct name.

    1 vote

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    1 comment  ·  Extraction  ·  Admin →
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  18. Clone a Mileage Claim for repeated Journeys (Just change the dates)

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  19. I have a client with two accounts with a particular supplier. While I am able to connect these two accounts through Fetch, in Dext I would like to assign the invoices from each account to a different supplier. Dext currently extracts the supplier from the invoice, and therefore both accounts are being set to the same supplier.

    It would be helpful if on a Fetch connection we could override the extraction by setting a specific Supplier per Fetch connection. This would ensure the documents from the two fetch connections are correctly allocated to the supplier accounts I wish to use,…

    1 vote

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  20. Other idea

    1 vote

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    0 comments  ·  Other  ·  Admin →
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