75 results found
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1 vote
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Auto-archive without publishing (supplier rule)
Idea : Auto-archive (without publishing) at supplier level
Why : For many suppliers, we have bank rules in Xero or QBO to have bank transactions automatically recorded without a receipt (monthly subscriptions are a good example of these). Although we do want to keep the receipts in the Archive in case of future audit, we don't want to publish and match all receipts if not required. What we currently do is, for these suppliers, we 'select all' and manually 'archive' all selected items.
If we could simply 'auto-archive without publishing' certain suppliers, that would be game changer for our 40+…
21 votesWe are reviewing this functionality to add. Thanks for the feedback
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"Mark as rebillable" as a Product and Services rule
Make Product and Services rebillable by default
3 votes -
User submission rules
I would like to be able to set up rules based on who submits an item. Like supplier rules, but for Dext users. That way I can default all the US workers to 0 GST for Canadian company.
3 votes -
Default Category rule per user or per payment method
Can you please allow us to set default rules for Category by users and for payment methods.
When a certain user submits an item or payment method is extract to set default category as a rule.
94 votes -
Sync Supplier Rules from Xero to Dext
Sync Supplier Rules from Xero to Dext
6 votes -
Prevent statements being published to QuickBooks
Stop client publishing supplier statements to QuickBooks
2 votes -
Increase picture size limit
INCREASE SIZE LIMIT OF PICTURES.
6MB is too small with new phones where pictures are often above 6 MB and hover around 12 MB.
6 votesReviewing Limits
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Set rules to automatically apply supplier when unable to extract
Option to set a rule to say "if an invoice is in this format, then its probably X supplier" for items where the system is unable to extract the supplier
3 votes -
Add item type as a Supplier rule
Would like to have the possibility of setting type on per supplier basis as I get invoices from one supplier (only invoices) and just receipts from other, sometimes RB gets the type wrong and I need to run through all items to double-check
43 votes -
option to edit supplier names or delete the suppliers
Ability to rename and delete suppliers rather than merge them
12 votes -
Supplier rule for discounts
I have suppliers who give a discount off the total amount of invoices paid via direct debit. Can you setup for a supplier that each receipt scanned can be processed with a % discount
26 votes -
Supplier rules based on other "IF" rules
Could we have rules with “IF”
Example:
If amount > X this
If amount less < that?
14 votes -
Add new supplier categories from supplier rules tab
It would save a lot of time if we could manually add supplier categories (compte) on the supplier rule tab from the item view or on the supplier page instead of having to go through account settings > manage lists > add codes.
Having the correct supplier categories is vital for the csv export formats in France!
17 votes -
Prevent suppliers to be creatd from Dext and added to Xero
Prevent supplier to be added.
When we use Xero we want to prevent new suppliers published to Xero but have Xero suppliers set up in Dext. A part of customer/supplier database creation internal control recommendation.7 votes
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