7 results found
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calculator
The feature of having a calculator within the create line items would be a great idea. Xero uses this feature within its sales and purchase invoices and it really helps to speed up the processing.
43 votesHello,
We're thrilled to announce that the Inline Calculator is now available to all users! Say goodbye to manual calculations and enjoy a more efficient workflow right within Prepare.
For instructions on using the feature, please refer to this article - https://help.dext.com/en/s/article/how-to-use-the-inline-calculator
Thank you for your support, and valuable feedback that made this possible
Best regards,
Prince Obode
Product Manager
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Support Credit Notes for Sales Invoices
The type field is greyed out default to "invoice", unable to select "credit".
I need the option to publish as either invoice or a credit note rather than inputting manually in accounting software.
173 votesHello,
Good news, sales credit notes are now supported in Dext Prepare for Xero and QuickBooks Online.
You can publish a sales credit note by choosing ‘Type > Sales Credit Note’ on the item detail page.
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error information
an explanation of what an error means - ie "A request should not contain ID in the route during POST operation."
1 voteWe recently made error messages much better thanks for the feedback.
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MYOB integration
Currently when we publish from Receipt Bank to MYOB, RB includes the image URL for items in the Journal Memo field. There's no way to stop RB from doing this, even if we turn the image sharing permission off in Receipt Bank.
Can you please instead send the name of the supplier to the journal memo field - we use this field during reconciliation and the image URL makes the process much slower.
For other integrations (like Xero or MYOB Essentials) RB will attach the image of the receipt from Receipt Bank directly to the transaction - could you please…
50 votes -
Publish a sale to a bank account in Sage 50 Desktop
It would be extremely helpful to be able to publish a Sales invoice to a bank account. Most customers have paid for the service and it goes directly into a bank account. The drop down list is there in Dext but no bank accounts show up in it.
1 voteThis functionality is now available, please make sure your Connect app is up to date.
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Enable publishing of Sales Invoices into Sage Accounting
I have a high volume of sales for a client on Sage Accounting but I can't publish sales invoices there
12 votes -
Publish paid transactions to QBD (Credit Card Receipts)
Can I publish credit card receipts to a a CC liability account in QB - instead to a bill?
12 votesThis funcitonality is now available, please make sure your Connect app is up to date before trying to select the credit card payment method.
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