80 results found
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Ability to set up Default Smart Split Rules for All Customers
Ability to set up Default Smart Split Rules for All Customers
1 vote -
Merge Customers
Currently, there is a tool to merge suppliers in Dext Prepare. It would be good if the same tool is created for customers as well.
5 votes -
Invoice
Have an option to tick if we want everything default to Invoice regardless if it is an invoice or now
1 vote -
Ability to set up rules based on Currency
Ability to set up rules based on Currency
1 vote -
If this, then Global Supplier rules to reduce duplicate supplier creation
Be able to set up a rule outside of supplier rules (sort of like a global rule) that when a vendor/supplier gets recognized that is close to the name of an already created supplier that it will auto-change the supplier name and apply the supplier rule for that name.
For example, a lot of gas stations and restaurants will have names that have the brand followed by a street or location, such as Esso on Main Street. Instead of creating a new supplier called Esso on Main Street, the global rule could say something like: If Esso is in the…
2 votes -
User Rule for a Supplier
Set a rule for a user which will apply a certain supplier with its rules to the invoice submitted by the user no matter the supplier on the invoice.
3 votes -
negative smart split lines
Ability to add negative smart split lines - both for percentages and fixed amounts - this would be very helpful if you need to set rules for discounts.
5 votes -
Assign a tax rate to a category
Have the option to assign a tax rate to a category so a certain tax rate can be applied once it is selected automatically.
1 vote -
Auto-publish only flagged items
Only allow the system to auto-publish items after they have been flagged by the user.
1 vote -
Set rules for Expense Reports
Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination
3 votes -
Ability to Delete the Projects list in Bulk
Ability to Delete the Projects list in Bulk
1 vote -
1 vote
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Auto-publish exceptions rule per supplier.
Auto-publish exceptions rule per supplier.
5 votes -
Rules for multiple tax rates for a single item
If an invoice has both zero-rated and 20% VAT it won't pick that up.
2 votes -
Publish as field - supplier rule
Be able to set the 'publish as' field per supplier
1 vote -
Make Changes to Settings and New Supplier Rules affect items already in the inbox
Make supplier rules and option changes affect items already uploaded or in the 'Ready' section, not just for new uploads.
It becomes quite annoying when you only realise some settings need to be changed after documents have been uploaded, only for those updated settings to not affect the items already in the inbox.
Auto-Categorisation forces items into the 'Ready' section without all the information needed, and then when a supplier rule is set, it wont affect the items already put through, despite the 'apply to all items in inbox' option being ticked
3 votes -
User rule for "Publish as"
Have the option to set a User rule so that when a user submits and item the "Publish as" field is set to a certain setting (Draft, Awaiting Approval, Paid). Instead of having an account-wide rules only.
1 vote -
Have the option to extract a report for Auto-published items
Have the option to extract a report for Auto-published items
1 vote -
1 vote
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4 votes
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