1761 results found
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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 -
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 -
1 vote
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Bank feed available for The Netherlands
Bank feed available for The Netherlands
1 vote -
Able to select receipt as default from App
Being able to choose Receipt as default for scanned/photographed items, or being able to quickly choose form the snippet if it's an Invoice/Receipt and whether it has been paid for or not
1 vote -
1 vote
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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 -
1 vote
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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 -
CentralGest
Have an integration with CentralGest in Portugal
1 vote -
not set the fetch connection date to a future one automatically
When setting up a fetch connection, for the system to not automatically set a future date
1 vote -
Downloading receipts
When downloading a groups of receipts either via pdf or cvs is a lying when after downloading instead to go back to the group it goes back to the cost so you have to group again by person project integration
Would be nice if when after downloading and going back stays in the same filter that have been selected before this will save a lot of time1 vote
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