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236 results found

  1. We need to be able to publish the Customer field in line items to ApprovalMax, especially with Costs items

    11 votes

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    1 comment  ·  Integrations  ·  Admin →
  2. Missing aperwork report - Add column to indiciate which bank account the transaction was in. Also, option to include column showing any comments as per Xero discuss tab.

    2 votes

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  3. Ability to publish the Sales Receipts type of documents to section Sales Receipts in QBO.

    1 vote

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  4. Integration with Approval Max needs improvement. If an invoice is rejected in Approval Max it should let the relevant Dext User know.

    1 vote

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  5. Set payment method as a customer rule.

    2 votes

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  6. Option to support and publish in multi currencies. Seems that they have released this lately- https://help.bill.com/direct/s/article/360006921292

    2 votes

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  7. Publish to Credit Card Credit in all region. It is currently available on CA & US QBO versions

    4 votes

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  8. Have a separate memo field for QBO intergated accounts - not use the description field, instead have both.

    2 votes

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  9. We are using Approvalmax for Xero integration and we noticed that the ABN/GST Check has dropped off once we change the integration. Can the ABN/GST still be retained as this is a critical point of checking? This would entirely make the job a lot easier & faster

    2 votes

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  10. 3 votes

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    1 comment  ·  Integrations  ·  Admin →
  11. Hi, there's a feature that our company could benefit from to increase productivity. When we are matching PO's to Xero, I am spending additional time writing out the line items from the PO. Please could I request a feature to pull through the line items from the PO into the invoice processing on Dext. This would would be greatly appreciated :)

    3 votes

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  12. Exclude the RB abbreviation from the invoice reference in Xero when sending an Invoice from Dext Prepare to the accounting software without a Document Reference.

    1 vote

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  13. Apply mark up taxes to documents when publishing to WorkflowMax

    2 votes

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  14. 1 vote

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  15. Ability to manually adjust the 'Less CIS' field in Dext, instead of heading back to QuickBooks each time after publishing a CIS document.

    18 votes

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  16. Have the option to mark Sales items as Paid and select a payment method before publishing them to Surf.

    1 vote

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  17. Possibility to publish a supplier invoice with analysis code to Sage

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
  18. Sales Receipt and Sales Credit Note support for Surf

    2 votes

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  19. 8 votes

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    1 comment  ·  Integrations  ·  Admin →
  20. Ability to display the ‘Tax Name’ when a Zap for exporting is triggered.

    1 vote

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