1520 results found
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Set payment method as a customer rule
Set payment method as a customer rule.
1 vote -
The option to prioritise rules (e.g. supplier rules override user rules)
I have a client who uses expense reports and costs and they have department heads within the business whose expense claims go to a 'directors' department but their costs go to their actual department. We have submitter rules and supplier rules set up but when they submit all of their invoices are going to the expense department rather than the cost department,
The submitter (user) rule is overwriting the supplier rule. Is there a way to prioritise them?
Tabs1 vote -
1 vote
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MYOB- support multi currencies
Option to support and publish in multi currencies. Seems that they have released this lately- https://help.bill.com/direct/s/article/360006921292
1 vote -
1 vote
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Extract customer and category from body of email
To reduce/eliminate the manual entry on our side, it would be very helpful if there was something that the client could type in the body of their email to Dext that would automatically populate the category or product/service and the customer/project. I work with construction companies so every invoice needs a project, and therefore I have to type in the project name on every invoice that is sent via email. Automating this step would be a significant win.
1 vote -
Choicxe of which duplicate to use
Duplicate Items
When there are duplicates - give a choice as to which one is processed - sometimes the bad copy comes up as the original and it is not possible to process the good copy1 vote -
Publishing destinations for Expense Reports with QuickBooks Desktop
Have the option to publish an Expense Report to QBD as Cheuque or Credit Card instead of it going to the Bill section of Quickbooks as unpaid items.
1 vote -
Adding an Option to Filter for Flagged Expenses Under the Expense Reports Tab
I would like to be able to filter for expense reports that have flagged items. Dext suggested the use of flagging items for our internal review process, but you can only filter for flagged items when they are in the Costs inbox. I would like to be able to review flagged items that are attached to Expense reports. We have the Effortless expense report option on for our employees.
1 vote -
How to Quickly See Users w/ Effortless Exp Reports turned OFF - Add button/filter
Where: On the pop-up for Effortless Expense Reports // What: Add a filter/ toggle button / something so you can quickly see the ones that have reports "off," and be able to turn those on quickly, rather than scrolling. This would be very helpful when we get new employees. Thanks!
1 vote -
Display more than 4 digits of the Category Codes
Some clients have more than 4 digits in their Category codes in the accounting software, however Dext will be able to display only the first 4 of them
1 vote -
1 vote
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Naming Bank Documents
It would be super helpful if you could train your AI, for bank, credit, loan statements that are uploaded, to include the last 4 digits of the account in the AI assigned supplier name. Many people have more than one account at the same bank and it's much more efficient in the long run to have them properly identified. I have clients that have as many as 10 bank/credit accounts at the same bank.
1 vote -
ability to enlarge document viewing pane.
the ability to customize screensize beyond current parameters. Would like to have data entry area smaller so that the document is more easily visible without so many additional clicks to enlarge or make full screen. It all takes of my time.
1 vote -
The items in the 'Archive' page to be sorted by default form the latest day of the item submitted to Dext Prepare.
When a client enters the 'Archive' page to be able to see the items sorted from the oldest to the latest date of the items themselves without having to click two times on the 'Date' column.
1 vote -
1 vote
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Turn "OFF" the "Today", "This Week", "Last Week", "This Month", etc. sections when sorting items in the Mobile App based on Transaction Date
When sorting items by Transaction Date in the Mobile App, we want to be able to see a full list of the items sorted date-by-date. Currently, when you sort by Transaction Date, it displays the items in descending date order, but this resets for each section, i.e - "This Week" sorts the items by transaction date for this particular week's Dates, "Last Week" will do the same for items dating back to the previous week, etc. which causes the List of items to reset on each section, making it hard to track accordingly.
1 vote -
Allowing documents to be deleted or cancelled whilst in the splitting feature
When uploading a document into purchases and choosing the split feature. It would be quite helpful if you were able to cancel/delete the document whilst it is still in the stage of splitting the document.
1 vote -
Adding Notes to Bills - Xero integration
I want to be able to add Notes to Xero bills when I process them through Dext. Note, this is different from the bill description. This is a helpful feature to resolve my company's issue of dealing with a lot of suppliers that prefer BPAY as payment method. We want to use Parakeet in processing those bills, but the problem is, BPAY reference had to be put as Notes on the bill in Xero and I am hoping I can do that in Dext when I finalize the bill before pushing it to Xero.
1 vote -
1 vote
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