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  1. 1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  2. Sort the tax for cost to be on the top for the line items

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  3. Ability to display the ‘Tax Name’ when a Zap for exporting is triggered.

    1 vote

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  4. To be able to merge a csv file to an existing item to automatically populate fields that need to be updated such as the description field, the project field, etc that are different everytime and cannot be supported by supplier rules.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  5. 1 vote

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    0 comments  ·  Design  ·  Admin →
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  6. Merge user logins under the same account - same person with two separate logins, that can then use the 'account' switcher to switch between logins.

    1 vote

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  7. 1 vote

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  8. Ability to set a general Sales Invoice rule, so that every invoice has the same "Customer" automatically selected.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  9. To show the bank account details in the Collected Statements sections for Bank Fetched items, without having to click into each statement and download to see the bank details.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  10. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  11. We have several projects running at any one time. In the iPhone app it would be great to select the Customer first then the projects list is filtered to only show projects for the selected customer.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  12. Introduce P11d reporting capability to Dext Prepare

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  13. 1 vote

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  14. For Bank Deposit Slips: Usually there are a few items when we make a bank deposit at one time, afterwards we will upload attach it to Dext, of which we have to do the line items and repeat filling out all the individual items with all details again. Those line items indeed have been uploaded and reported on Dext as each individual item. Could it be simplied that each line items could refer to the ID # as assigned on Dext instead of refilling to the line items individually again? Thanks

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  15. Please extract the Receipt Number for the Receipt type of documents, just like with the invoice number for Invoices, and put it in the Document Reference field. Currently, it leaves the Document Reference blank - e.g., all Telstra receipts.

    1 vote

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    1 comment  ·  Extraction  ·  Admin →
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  16. Ability to set Universal Customer rules for new and existing customers.

    "Using the smart split option with supplier rules is very effective as you dont have many suppliers and each supplier has large number of transactions so it makes it worthwhile.
    However with customers, they are usually unique, its a bit redundant setting smart split rules for customers due to 1-3 transactions per customer for most businesses. "

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  17. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  18. Have the option to save highlighter text on the item's image

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  19. Add field PO# to sales invoices/receipts/credit memos

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  20. 1 vote

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