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1760 results found

  1. autosplit email in option submission method

    1 vote

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  2. Hi!
    Just a small suggestion. When I see the invoice or To Review, the amounts are shown with thousands separator and it is very convenient. But on an individual page there is no separation of the thousands. And in our case, being in Indonesia, where we always deal with thousands and millions, it is very inconvenient!
    Thanks for making this simple improvement!
    Regards
    Jim

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  3. Extracting items by the date invoice/receipt was uploaded to ext. This would make it easier to know what the client has handed in/uploaded in case they have provided older invoices.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  4. 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

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  5. 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

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  6. 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

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    0 comments  ·  Other  ·  Admin →
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  7. Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  8. Allow PO matching to flow through into Approval Max

    1 vote

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  9. Smart contracts

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  10. 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

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  11. I am currently working with a clients who has a large amount of invoices. One feature I think would be fantastic would be the ability for them to drag and drop emails into a folder in their gmail that automatically sends to dext. Unfortunately, auto forwarding isn't suitable as it forwards all of their discourse with their suppliers, fulfilment partners etc. Therefore, we end up with 1,000's of items in dext that are just email conversations.
    This would be super useful and very easy to explain to a client of any size.

    Thanks!

    1 vote

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  12. 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

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  13. 1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  14. Bulk supplier updates for integration settings

    1 vote

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  15. 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

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    0 comments  ·  Extraction  ·  Admin →
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  16. 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 example

    1 vote

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  17. 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

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  18. 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

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    0 comments  ·  Design  ·  Admin →
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  19. 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

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  20. 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

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    0 comments  ·  Design  ·  Admin →
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