1498 results found
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Products/Services from Bill.com
Ability to pull the Products/Services from Bill.com, assign them to items, and publish those to the accounting software.
1 vote -
Match multiple items to a single transaction (Bank Match)
Have the option match multiple items in the Inbox to a single transaction in the Bank Feed of the accounting software.
1 vote -
Note notification : add a little circle next to the note header when there is a note in the item so we know there is a note.
Add notification when there is a note
1 vote -
Enter supplier name string OR exact value of transaction in search box. just like QBO
search box : Like QBO: Allow to enter part of supplier name BUT ALSO a numerical value you are looking for.
1 vote -
Add cost codes to jobs(Xero)
Ability to add cost codes to Jobs.
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 -
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 -
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 -
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 -
1 vote
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Smart balance for split line rules
Under smart split rules, permit one or more line items to be fixed, with the remaining balance (whatever it may be - variable) is allocated to one or more additional line items for different categories (one or more).
Rationale: Some line items may be recurring for the same amount, while some line items may be variable amounts, and there may even be some line items that only periodically appear.
It would be nice to have the option of allocating the remainder (whatever it may be) to one or more line items where the amount typically varies.
1 vote -
Description field for unmatched transactions
On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
ie...Recurring charge, job number to apply to, personal. etc.1 vote -
1 vote
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Revert to the last viewed Bank Transaction when you open the Trasnactios section.
When you drill down into a transaction and then close out of it, it takes you back to the start of the list. It would be good if it reverted back to the place on the list where you were when you drilled into a transaction.
1 vote -
1 vote
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1 vote
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Add a client to multiple Partner accounts
Ability to add a the same Client account to multiple Partner accounts
1 vote -
Ability to filter Suppliers that have "Smart Split Rules" set
Ability to filter Suppliers and see easily the ones who have "Smart Split Rules" set
1 vote
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