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  1. 2 votes

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  2. Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?

    3 votes

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  3. Classes in QuickBooks Online are called 'Projects' in Dext with the Approval Max to QBO integration. It should be 'Class', why give it a different name?

    3 votes

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  4. 5 votes

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  5. Would need Dext be able to handle documents with greater GST than QST or PST. Currently, need to manual change in QBO

    9 votes

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    1 comment  ·  Integrations  ·  Admin →
  6. Have the option to remove a publishing destination from the "Publish to" field so client do not publish accidentally to the wrong destination.

    2 votes

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  7. Fix "Projects" names of the lists and set them to the originals when integrated with ApprovalMax

    1 vote

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  8. Within the Dext platform, we utilise Purchase Orders to establish
    connections with the invoices we receive from our suppliers. These Purchase
    Orders are equipped with item codes, as we follow a practice of generating
    distinct stock codes. Consequently, when an invoice arrives from a supplier,
    we ensure linkage with the corresponding Purchase Order within the Dext
    platform (we use Xero). Regrettably, an issue has surfaced during the
    publication process. Despite our efforts, the system does not appear to
    appropriately allocate the invoice to the designated product code.

    We see the PO on Dext for the relevant supplier. We link it;…

    1 vote

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  9. Auto-populate the Purchase Description as Description from Xero when selecting a Product/Service

    2 votes

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  10. Be able to ntegrate with ApprovalMax for NetSuite, not only Xero and QBO

    2 votes

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  11. Be able to send Product and services data to Category Details area in QBO, not only to the Item details area

    1 vote

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  12. Have the option to mark a Sales item as paid before publishing to Sage Accounting

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
  13. Ability to assign two or more locations to a single invoice in Dext Prepare and publish it to QBO.

    2 votes

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  14. It would be nice if you could/would integrate with Microsoft OneDrive, the same as you do with DropBox,

    6 votes

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  15. 1 vote

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  16. synchronise the unique supplier account number in XERO to a corresponding field in DEXT.

    1 vote

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  17. 1 vote

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  18. Ability to edit the integration settings to existing clients at once

    1 vote

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  19. We are integrated with ApprovalMax and Xero - we're only pushing the credit notes to Xero as Dext won't do it to ApprovalMax, so it would be good to have a rule for Credit Notes to default to Xero

    1 vote

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  20. Would like to be able to remove the visibility of all "products and services" as it is not used by our company and is confusing to employees. Add a function to disable the entire list, not just individual toggles for each account.

    1 vote

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