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  1. 1 vote

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  2. Have the option to apply the Duplication Settings across all Client accounts so it doesn't have to be updated client by client.

    7 votes

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  3. Have an option to tick if we want everything default to Invoice regardless if it is an invoice or now

    2 votes

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  4. Is there any way in Dext to set a rule for adding a surcharge to receipts? This is an amount ON TOP of the receipt amount. I'm based in NZ and many companies (especially cafes) add a percentage surcharge for credit card transactions.

    The problem is that the receipt they give us does NOT have the surcharge amount. So for one cafe we visit regularly, if the receipt says $10 the actual amount that appears on the credit card statement is $10.25, due to them adding a 2.5% surcharge for credit cards.

    What I would love is a way to…

    2 votes

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  5. Ability to set up rules based on Currency

    2 votes

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  6. Account wide settings for project

    1 vote

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  7. It would be great if a supplier rule could be created to remove receipts where an invoice exists.

    1 vote

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  8. Being able to add notes for certain supplier that don't need to be published to the accounting software.

    1 vote

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  9. Supplier tags automatically as USD or CAD

    1 vote

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  10. 12 votes

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    3 comments  ·  Rules  ·  Admin →
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  11. 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.

    6 votes

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  12. Have the option to assign a tax rate to a category so a certain tax rate can be applied once it is selected automatically.

    2 votes

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  13. Ability to set up Default Smart Split Rules for All Customers

    1 vote

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  14. 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.

    6 votes

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  15. 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

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  16. Only allow the system to auto-publish items after they have been flagged by the user.

    1 vote

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  17. Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination

    3 votes

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  18. Ability to export the supllier list from the supplier tab including the supplier rules set for each supplier and the last invoice submitted.

    Partner ideally wants to be able to see what category, tax rate and any other supplier rules are set against each supplier as well as details of the last entry.

    97 votes

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    7 comments  ·  Rules  ·  Admin →
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  19. Auto-publish exceptions rule per supplier.

    6 votes

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  20. Ability to Delete the Projects list in Bulk

    1 vote

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