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140 results found

  1. Set default currency for a user's expense reports

    9 votes

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  2. Have the option to easily show if the item has been exported in the Inbox even if the account is integrated. (Items show as Exported when the account is not integrated)

    2 votes

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  3. Include a separate box in the amount section to put in freight charges instead of needing to add a line item each time. It would make entering the invoices more efficient. As my clients have freight a lot more than taxes on their invoices.

    1 vote

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  4. When adding a colleague and giving them access to clients they need to be in aplhabetical order

    1 vote

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  5. Have the option to group cetain clients so when Partners click on the group only those clients appear.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. Have the option to filter the item's by relevant fields and have a summary for them. For example, have a summary of the total amounts for items from a certain category like what we can do with HMRC clients under Partners.

    1 vote

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  9. Be able to add new customer/vendor data (address, phone, email) directly in Dext as we are processing the payments. And then have that information passed over to the accounting software profile setup (QBO, Xero, etc)

    12 votes

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    1 comment  ·  Design  ·  Admin →
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  10. In the Inbox view, it would be nice to be able to customize the view and make it a default (stick). For example: I would like the Description and Notes columns to always be visible and I don't need to see the User column or the tax column.

    7 votes

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    1 comment  ·  Design  ·  Admin →
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  11. 3 votes

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  12. 5 votes

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    1 comment  ·  Design  ·  Admin →
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  13. Can you please add the option to delete Suppliers in RB rather than merging them?

    48 votes

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    3 comments  ·  Design  ·  Admin →
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  14. Can you please make it so that when you use Advanced search there's an option to search both the Inbox & Archive? This would make it so much easier to find items within accounts

    36 votes

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    8 comments  ·  Design  ·  Admin →
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  15. Can’t see which bank accounts are used in payment method - see screenshot (when I click the drop down it defaults to top of the list so I can never know what account is actually selected). Ability to order by name would be very useful also given client has 3 pages of them.

    5 votes

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    0 comments  ·  Design  ·  Admin →
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  16. Ajouter un mode sombre / night mode

    12 votes

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    4 comments  ·  Design  ·  Admin →
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  17. In both the item view & edit line items tool could you please enable "Tab" from a field with a drop down. The current method requires me to arrow down to select the choice then to "enter" to lock it in and move to the next field. I expect to be able to Tab to lock in the selection and move to the next field. Also a way to pre fill a partially typed choice (say I type "oth" and the only found category is "Other" ... I'd like to see that one in my field selector and then only…

    19 votes

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    2 comments  ·  Design  ·  Admin →
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  18. It would be really useful to be able to sort the order of the payment methods appearing in Maintain Lists

    19 votes

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    1 comment  ·  Design  ·  Admin →
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  19. Inventory or stock refers to the goods and materials that a business holds for the ultimate goal of resale, production or utilisation. Inventory management is a discipline primarily about specifying the shape and placement of stocked goods.

    6 votes

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    0 comments  ·  Design  ·  Admin →
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  20. Previously, when we searched for items in the Inbox and simply clicked on Archive, the same search results appeared, which helped us to easily locate items within both sections.

    However, with the new view, when searching through the new Inbox/Archive view the filtered items appear in a tab 'Search Results' which, however, doesn't indicate whether the item is in the Inbox (not published) or in the Archive (published). If we switch to another sub-section under Inbox (as Archive is now a sub-section of Inbox) the search results are cancelled, thus we need to enter them separately in each section which…

    9 votes

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