1497 results found
-
Email Notification when subscription owner changes but Accountants are not removed
Please can accountants get notifications when a client takes over their subscription/billing. As we only get notifications if the client takes over the subscription and removes us as their accountants. This will help to know exactly when billing has been taken over. Thank you
1 vote -
Three Business fetch connection
Provide a fetch connection to Three business so I can get my business mobile bills automatically. How is it you can only connect to the personal version when businesses are your customers?!
1 vote -
Forward PDF from mobile app
When viewing a pdf on the iPhone app, it would be good to be able then save/forward the pdf from the viewer. This would be extremely handy when someone requires a copy of the document and are not in the office.
1 vote -
PO matching to Approval Max
Allow PO matching to flow through into Approval Max
1 vote -
Smart contracts
Smart contracts
1 vote -
Dropbox Integration
For uploading costs automatically from Dropbox - Rather than have Dext create folders in the Dropbox, it would be useful to be able to specify the path to the folder you want Dext to upload from.
1 vote -
Notifications sent to users when they're assigned Document Owner
I would send email notifications to users when they are assigned as the Document Owner in Dext Prepare. This would then bring to their attention they have something they need to action / review in Dext.
1 vote -
1 vote
-
Bulk Supplier Updates: Integration settings
Bulk supplier updates for integration settings
1 vote -
Advanced Sales Entries
We get a lot of purchase orders from customers that need to be entered into quickbooks as sales invoices, and Dext is not able to properly pull everything from the pdf purchase order.
1: Doesn't detect ship date. The ship date on the purchase order should automatically be entered as invoice date and ship date when published to QBO.
2: It doesn't automatically detect all products/sku's in the purchase order
3: It needs to automatically add the customer name, address, PH number, and email, if the customer doesn't exist in QBO
1 vote -
Email notification about items uploaded by other people
Admin users get notified when a basic user uploads items - it would be ideal for the person who is allowed to publish items to be notified by email when someone else has uploaded a cost.
Let me know if you need more details or an example1 vote -
Staff email address selection
Be able to select staff email addresses from a dropdown when using the Tools > Send by email function, instead of having to manually enter them
1 vote -
Flag on Batch
I am writing to bring to your attention an issue we are currently facing with our document upload process. Specifically, we have observed that there is no batch number assigned to either bulk uploads or single uploads. As a result, we are unable to flag invoices or add important notes (such as payment status or cost type) to facilitate their processing.
This lack of functionality has made it challenging for us to efficiently process invoices from our inbox. Since not all invoices contain relevant flags or comments, our team members find it difficult to quickly identify and prioritize tasks.
To…
1 vote -
Auto backup uses out of date information for file names if fields are changed before publishing
Auto-backup creates files in dropbox before things have been published. This means that if something is detected with "Unknown Supplier" then it gets backed up with that in the file name, even though I've manually assigned a supplier before the item was published. So either the backup needs to be updated when a change is made to an item, or dext should wait until something is published before making the backup in dropbox.
1 vote -
Client View
I don't like the new interface, it makes it really hard to get back to client view. change it back, this makes it so much more laborious to switch between clients
1 vote -
Identify proforma invoices separate from purchase invoices
Identify proforma invoices separate from purchase invoices
1 vote -
submit parameters via email
ability to tag text in an email submission that would select the parameter in dext - ie. class, category. this would be like #class XXXX #class
1 vote -
Accounting for virtual credit cards under one card
Many credit cards are transitioning to Virtual Cards online. That gives the appearance of many cards, but it's just one card with many temporary numbers. So, there should be functionality to incorporate virtual card payments under one card.
1 vote -
Send all notifications to a shared email account
Enable all notifications to be send to one central/shared email account (as a pose to a specific user). This way all users on an account will have visibility of an actions that are required in order to process an invoice effectively. This will also be important if someone is on leave
1 vote -
Email Integration into DEXT and AI Bots
Most clients have an email inbox called accounts@. Why not have a MS365 and GMAIL integration with DEXT that we can view that inbox from within DEXT. We can retrieve invoices, credits, statements instead of depending on the clients. One step further would be that DEXT builds a bot that scans that email account within DEXT each day and automatically pulls in invoices, credits and statements. That would be super cool
1 vote
- Don't see your idea?