1491 results found
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Save the highlighted texts on item's PDFs/Images
Have the option to save highlighter text on the item's image
1 vote -
Password protected invoices
A supplier recently started password protecting invoices with the account number as password. This has significantly slowed the workflow. It would be helpful if one could add a password to the supplier in order for you to process these invoices
4 votes -
6 votes
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adding multiple projects to a single receipt with multiple line items
Adding multiple projects to a single receipt with several line items
3 votes -
Assign a project via email submission
When emailing in, it is currently not possible to assign a project. It is possible to assign a note by putting the note between #note.
So can it be made possible to simply type #PROJECT:NAME in the body of the email to pickup the project ?
As a fail safe, If the user spelt it wrong and it doesn’t match any current projects, it would sit in the review inbox3 votes -
fields
Add field PO# to sales invoices/receipts/credit memos
1 vote -
1 vote
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1 vote
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Publish Sales items as Customer Payments to QBD
We want to be able to publish Sales documents as Customer Payments to QBD. Currently they can only be published as Sales Receipts.
1 vote -
New Integration: sevDesk
We would like to be able to integrate with sevDesk directly from Dext Prepare.
1 vote -
Products/Services from Bill.com
Ability to pull the Products/Services from Bill.com, assign them to items, and publish those to the accounting software.
1 vote -
PO - Pulling through line items
Hi, there's a feature that our company could benefit from to increase productivity. When we are matching PO's to Xero, I am spending additional time writing out the line items from the PO. Please could I request a feature to pull through the line items from the PO into the invoice processing on Dext. This would would be greatly appreciated :)
2 votes -
Match multiple items to a single transaction (Bank Match)
Have the option match multiple items in the Inbox to a single transaction in the Bank Feed of the accounting software.
1 vote -
Payments on Invoices
Adding payments from invoices in Dext to the accounting software. For example, an invoice paid part cash or with two payments against the invoice, we can see the receipt / payment in the bank but we have to push this through to the accounting software before being able to allocate.
2 votes -
Missing paperwork report - include bank account in report
Missing aperwork report - Add column to indiciate which bank account the transaction was in. Also, option to include column showing any comments as per Xero discuss tab.
1 vote -
Ability to pull trial balance, general ledger, balance sheet under one roof.
Ability to pull trial balance, general ledger, and balance sheet under one roof.
4 votes -
Have Dext Prepare detect duplicate Sales Items
Have Dext Prepare detect duplicate Sales Items
11 votes -
Adjusting Document Reference field behaviour
For a bill in Quickbooks we have a field called Ref No. I thought that it might populate it with the document reference value.
I understand that this only works if an invoice number is picked up automatically.
In the case of a receipt - with no clear document number, the entry for document reference is empty.
Therefore we are manually entering a reference number. In the case where we have used a manually entry for the document reference number, and approve to send to quickbooks, the Ref No. field remains unpopulated.The current behaviour was described by tech support…
2 votes -
2 votes
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Line Item Extraction availability
Enable line item extraction to certain countries they are not available even with the relevant plan.
2 votes
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