73 results found
-
Supplier Rule for Category to Blank
I would like to be able to set Supplier Rules for Category to Blank so that an error is created and the receipt cannot be published unless the bookkeeper sets the Category manually.
1 vote -
Archiving option for Supplier rule.
Archiving option for supplier rules
1 vote -
Discount on A/P Bills
Some of our vendors allow a percentage discount on the "Subtotal" Amount of our A/P Invoices/Bills. We would like to be able to create a "Negative" Discount Smart Split to Calculate on the "Subtotal Amount" and be a Negative Number.
2 votes -
Option to apply the Duplication Settings across all client accounts
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 -
Set a rule for adding a surcharge to receipts that do not have the surcharge to enable the receipts to correctly match the bank transaction.
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 -
Account wide rules for project/branch
Account wide settings for project
1 vote -
Supplier rules that allow you which file type Dext Prepare should pick when an email submission is used
It would be great if a supplier rule could be created to remove receipts where an invoice exists.
1 vote -
Supplier automatically set up as USD
Supplier tags automatically as USD or CAD
1 vote -
12 votes
-
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.
6 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.
2 votes -
Ability to set up Default Smart Split Rules for All Customers
Ability to set up Default Smart Split Rules for All Customers
1 vote -
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.
7 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 -
Auto-publish exceptions rule per supplier.
Auto-publish exceptions rule per supplier.
7 votes -
Auto-publish only flagged items
Only allow the system to auto-publish items after they have been flagged by the user.
1 vote -
Ability to export the supplier list and supplier rules
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.
98 votesHi,
Thanks for taking the time to suggest this idea. We will be assessing the technical feasibility of this and will provide an update once we understand the possibilities for this request.
Kind regards,
The Dext Product team
-
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
- Don't see your idea?