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58 results found

  1. Option to select disable image upload when publishing cost Invoices to Sage Accounting SA. Published images only to be available in Archive on Dext Prepare and not in Sage.

    5 votes

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  2. Add a quantity box for the products / services box on the items details page - otherwise it's manual for partner to then add line items to determine the quantity of the product of the invoices

    5 votes

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  3. Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing

    143 votes

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    Under Review  ·  18 comments  ·  Publishing  ·  Admin →
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  4. In QBO you can enter items as a bill, a check, a credit card transaction, and also as an expenditure. It would be wonderful if I could publish items to QBO as an expenditure from Dext for items that were paid with an EFT. Currently, if a client uploads a bill paid by EFT to Dext, I have to then manually enter it in QBO as an expense.

    3 votes

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  5. Sage Accounting - Ability to publish without a total amount / 0 amount.

    1 vote

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  6. Monthly list of Invoices in one file

    1 vote

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  7. We have a client that has a vendor who sends everything to their Dext account (order confirmation, short stock reports, invoices, payment receipts). We would like Dext to be able to auto-archive those documents that are not invoices for this vendor and then auto-publish those invoices to Dext.

    2 votes

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  8. Partners are running into an issue where they are publishing items to a local copy of a Sage 50 company file. Changes/publications are not reflected in the 'cloud' copy of the company file distributed by Sage Drive. This is impactful when they work with a team since they can’t work with the last update of the company file.

    11 votes

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  9. Would like to be able to have invoice date and payment date fields, as otherwise it defaults to invoice date and we have to change it every time in Xero. It would be also good to be able to set up in a Supplier rule or Account settings, whether you would like the Paid Date to default the Invoice Date, Due Date or Today's Date.

    28 votes

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    5 comments  ·  Publishing  ·  Admin →
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    Hi,


    Thanks for your feedback. We will look at options for how we might either provide a payment date field of improve the way that payment date is populated in Xero to make this more convenient. We'll provide an update via email when next steps are decided. Thanks for taking the time to make this suggestion.


    Kind regards,

    The Dext Product Team

  10. When you publish from the app it would be handy to be able to select “Auto publish next time” or ability to set supplier rules from the mobile app

    3 votes

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  11. Owner of the account in Dext should appear s the owner of the item in QBO as well.

    9 votes

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  12. Being able to directly publish bank statements upon having them extracted.

    49 votes

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    Under Review  ·  5 comments  ·  Publishing  ·  Admin →
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  13. The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.

    9 votes

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    1 comment  ·  Publishing  ·  Admin →
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  14. 12 votes

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    2 comments  ·  Publishing  ·  Admin →
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  15. I would love Receipt Bank to be able to publish invoices to Xero when the tax rate (GST or VAT) is more than the actual cost or it is a tax only expense.

    For example:
    GST is $900 and the actual cost is $300
    or the invoice is VAT only (100% tax)

    29 votes

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    Under Review  ·  0 comments  ·  Publishing  ·  Admin →
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  16. When we publish to QBO, all bills are show on QBO as published by one user, regardless of who uploaded the bill, can we change the settings so that each published name goes along with the bill

    18 votes

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    Under Review  ·  1 comment  ·  Publishing  ·  Admin →
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  17. I would like to send both positive and negative line items to my integration.

    When published to the integration - the negative line item is published with positive amount and is added to the total amount - so the totals between RB & the integration don't match.

    16 votes

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  18. The conversion rates usually result in items not matching the total of the outgoing transaction in the Xero bank feed. This means that they can’t autopublish items from foreign suppliers and have to go into Xero and manually review & adjust the totals.

    Similar to ‘Find & Match’, in foreign currency items search the bank account for items that match everything but total, and whose total is within a certain range of error, and suggest the total in Xero as an amount to change the item total to.

    11 votes

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