51 results found
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Supplier Line Item Template
Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.
2 votes -
Add more than one line at a time when adding line items
I'd love to be able to add multiple item lines at once. When you go in edit lines items you can add 1 line for different products per invoice sometimes I may have 10 products but i have to add 1 line at a time
2 votes -
Improve Customer field/search box in Line Items.
1) The combobox is tiny. 2) The search matches any characters... so if we search for customer abbreviations "ABC" or "ARN" it will find any customer with any of those letters. That's not helpful. Fuzzy search terms should at least be space delimited, so acronyms/abbreviations only match a sequence of characters, not any characters in the entire string.
3 votes -
More Bespoke Line Item Extraction
I wonder if we can talk about Dext doing a more bespoke extraction - to pick up the bvat entires too please. Some lines are a mix of income & expendiures, such as winnings and costs, some with and some without vat, so it would be great if Dext could pick up these breakdowns too instead of the whole total for the line. It is very niche to horse racing - but we act for A LOT of clients in this sector, so this would be a game changer for us.
1 vote -
2 votes
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3 votes
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Show the "Quantity" field of the Line Items directly on the main page
Id like to see a 'Quantity' box on the front screen. Even if the data isnt read from the invoice it would be nice to have the ability to manually put it in.
I know its there is a spot if you click into he line items but it would be nice to have it on the main page for speed. ie for fuel litres especially as this then goes into a BAS.1 vote -
2 votes
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Separate gratuity field
It would be helpful if there was a place to separate out the gratuity on a receipt. Those aren't taxed so we have to go in after and adjust the tax amount that Dext calculates. We still want to track that portion of the expense for CC matching, etc.
1 vote -
Option to filter items by Line Items, and Customer Name assigned within the Line Items
I am exporting transactions for a customer into a CSV file and I can't seem to capture any line items transactions for that customer. The filter doesn't seem to capture any invoices that have that customer listed in the line items. As some of our invoices can contain several customer names, we apply the names in the line items. Is there a way to filter by customer and by line items?
We are missing a huge amount of invoices for particular customers in our transaction reports for monitoring.
1 vote -
Option to enable Automatic Line Item Extraction by client for all uploads rather than by supplier.
I am trying to turn on line extraction for a client for all uploads. Is there a way to do this rather than by supplier?
1 vote -
Secondary tax field in line items for Canadian clients with QBO
Add a field for secondary tax rate in line items so we can split a tax with 'Extracted Amount' correctly. Otherwise right now QuickBooks calculates is automatically based on the tax rate percentage and the amounts are not correct.
2 votes -
Time Saver
As per SAGE an F button that 'copies line above' - saves lots of time for user.
1 vote -
1 vote
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Lite items tax order
Sort the tax for cost to be on the top for the line items
1 vote -
Bank Deposit Slip line items
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 -
Line Item Extraction availability
Enable line item extraction to certain countries they are not available even with the relevant plan.
2 votes -
Line item extraction report
Ability to see a report of where the line item extraction is used for a certain period.
2 votes -
Not VAT registered
VAT treatment -
Where the company is not VAT registered and the VAT in settings is set to not extract the VAT it would be good if Dext recognised when creating the line items that did have VAT and it was able to add this to the net amount so that no manual adjustments had to be made. Thanks
2 votes -
Extract Item Descriptions with QTY & Price
Auto pull the invoices item description like the other fields. Example Item, QTY, Color, Price.
6 votes
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