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  1. Please can you look at adding in all the costs features into Sales. Especially document and payment matching and when uploading being able to upload multiple documents on one pdf. Thanks :)

    1 vote

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  2. Foreign currency expenses are not able to get a match even if the converted local currency amount is the same.

    1 vote

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  3. When adding multiple invoice to one PO will it provide a running balance ie. how much is left on each po. Can the system also alert us when the PO has exceeded the value of the PO in Xero?

    1 vote

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  4. The ability for the software to show more accurate matches for the Bank Match feature so it doesn't show more than one transaction per match.

    2 votes

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  5. This is in regards to receipt of payment towards an invoice.
    When I accepted the receipt from my client in Dext as a sale it created a new Invoice in QBO.
    I set up automatic invoices within QBO in order to track monthly rent due.

    Is there a way for Dext to put the rent receipt directly to the open invoice? It doesn't have to 'pay' the invoice. I sometimes get the receipts sent in before the amount is actually paid/deposited to the account.

    3 votes

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  6. In the Costs > Inbox, when a match is found, a screen pops up to give details. The details are also included when you open the receipt. The issue is, it doesn't tell you which credit card it is. If you have a client with 10 credit cards, and the match says 'TD BUSINESS TRAVEL VISA' how does this help me? The data is probably being pulled from the bank, but there should be a way to add 4 digits to it somewhere, or at least the cardholder name.

    Also, in the Bank > Transactions screen, where you would submit…

    5 votes

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  7. The Bank Match feature is useful, but if matched transactions could be highlighted on the listing view I feel that would help isolate item that need attention or have been paid by other means

    1 vote

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  8. The ability to use Paperwork Match with Credit Notes type of documents when integrated with Xero.

    4 votes

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  9. Match bank feed transactions with Sales items from Dext

    8 votes

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  10. It would be great if you can drop PDF purchase orders into Dext so that it can match all the POs to the correct invoices and publish to Quicbooks all the ones which tally up. It would then just leave behind all the query invoices in Dext to be looked over before publishing. (I know you can do this if you raise Quickbooks purchase orders but we use a our own PO system).

    6 votes

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  11. Matching bank transactions for users integrated with Freeagent

    5 votes

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  12. If a receipt has a date that differs from the date of the payment on the bank feed, you should take the date of the payment on the bank feed for the created payment. For example if a invoice from 2nd May matches a payment on the 3rd May and you autofill and push the transaction over to Xero, the invoice created should take the date of the 2nd May but the payment should take the date of 3rd May.

    This is the best practice.

    11 votes

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