1497 results found
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Restricting which type of documents can only be submitted in the Costs Workspace
Restricting which type of documents can only be submitted in the Costs Workspace
1 vote -
Auto-publish only flagged items
Only allow the system to auto-publish items after they have been flagged by the user.
1 vote -
1 vote
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1 vote
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Customize the Description field to have pre-populated options for users to select from
Can I pre-populate the Description field? So that when my user makes an entry, they can see the pre-populated text when filling a cost item?
I want to be able to have the user select the budget. We can pre-populate the description field with all the budget categories. The user only needs to check the correct budget category. But it needs to show up for all new cost entries.
1 vote -
1 vote
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Publish items to Deposits in QBO
Is it possible to submit a picture of a check that has been deposited, and then publish it to QBO as income?
1 vote -
1 vote
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Publish the Customer field info to Bill.com
Have the option to publish the customer field information over to Bill.com
1 vote -
Expense recognition
When an employee does not have a receipt for a transaction on their credit card, they complete an expense recognition form which explains what the expense was for, and why they didn't have a receipt.
1 vote -
Option to update CRN
option to change CRN in the User details page
1 vote -
1 vote
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Add deeplink between Dext Prepare and Sage 50 for items. (similar to the "Open in Xero" link for Xero)
Add deeplink between Dext Prepare and Sage 50 for items. (similar to the "Open in Xero" link for Xero)
1 vote -
Download invoices from portal
When a customer sets up forwarding rules from an email or a website, sometimes the message sent contains a button that needs to be clicked so that the invoice is downloaded. The customer asked for functionality that downloads the invoice automatically and sends it to Dext Prepare instead of an interactive invoice which you need to click to view and download the invoice in question.
1 vote -
Pull statements through old to new line items
Pull through bank statements old to new
1 vote -
ApprovalMax - Include the user who submitted the items in Dext when publishing to ApprovalMax
When we publish receipts to ApprovalMax, is there anyway we can add which user has sent them in?
1 vote -
Ability to Delete the Projects list in Bulk
Ability to Delete the Projects list in Bulk
1 vote -
1 vote
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Attachments and Email Correspondences to Invoices
I would like to attach an email correspondence or Purchase Order to an Invoice after it is uploaded on Dext. Would It be possible to implement a feature to do this similar to how we can add notes to an Invoice?
1 vote -
1 vote
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