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1521 results found

  1. I think the order of the Amount info on the "Item Details" page needs to be in a different order.

    I think it should be (from top to bottom):

    Net Amount
    Tax Amount
    Total Amount

    So it matches how most invoices received are shown.

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  2. I am copying the URL address of certain items and placing them in a spreadsheet, I would like these to load the actual item. Sometime this work sometimes not, I suspect it depends on whether I create the link before or after it is published/archived.

    My workflow is that I am creating a crosscharge cost to send to another company made up of select cost items that are in other expense sheets. This seems the most efficient way to do this.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  3. The user who receives Item messaging via Mobile app to receive an email notification as well.

    5 votes

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  4. We get a lot of purchase orders from customers that need to be entered into quickbooks as sales invoices, and Dext is not able to properly pull everything from the pdf purchase order.

    1: Doesn't detect ship date. The ship date on the purchase order should automatically be entered as invoice date and ship date when published to QBO.

    2: It doesn't automatically detect all products/sku's in the purchase order

    3: It needs to automatically add the customer name, address, PH number, and email, if the customer doesn't exist in QBO

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  5. Admin users get notified when a basic user uploads items - it would be ideal for the person who is allowed to publish items to be notified by email when someone else has uploaded a cost.
    Let me know if you need more details or an example

    1 vote

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  6. With the old client list the Active and Deactivated clients were separated into tabs making it easier to distinguish between them and it would be very useful to have such a feature with the new client list

    5 votes

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    0 comments  ·  client list  ·  Admin →
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  7. Be able to select staff email addresses from a dropdown when using the Tools > Send by email function, instead of having to manually enter them

    1 vote

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  8. export / save invoices from the Dext app

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  9. Send a notification to the user when an item has been deduplicated.

    5 votes

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  10. Can the name of approver and time of approval be included in the PDF export of an expense report? This will eliminate manual signing on the report.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  11. Good morning!
    I have a request to change back the client selection process. Not sure why you changed the pop-out screen to select a client. We at Quick Action Accounting liked it better the way it was. The current method adds another step to our process. Not a fan! Love Dext just not the latest update. Thanks for listening.

    1 vote

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    0 comments  ·  client list  ·  Admin →
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  12. Dext is flipping Tax 1 (ex. 5%) and Tax 2 (ex. 7%) when posting to QBO if Tax 1 amount is greater than Tax 2 amount (for instance, if there are non-taxable items in a transaction that cause the total tax to be different from the expected 12%). Dext is assuming the order should change in this situation and overriding the user input and user tax code mapping settings, posting the wrong tax amounts to QBO.

    2 votes

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  13. I am writing to bring to your attention an issue we are currently facing with our document upload process. Specifically, we have observed that there is no batch number assigned to either bulk uploads or single uploads. As a result, we are unable to flag invoices or add important notes (such as payment status or cost type) to facilitate their processing.

    This lack of functionality has made it challenging for us to efficiently process invoices from our inbox. Since not all invoices contain relevant flags or comments, our team members find it difficult to quickly identify and prioritize tasks.

    To…

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  14. Auto-backup creates files in dropbox before things have been published. This means that if something is detected with "Unknown Supplier" then it gets backed up with that in the file name, even though I've manually assigned a supplier before the item was published. So either the backup needs to be updated when a change is made to an item, or dext should wait until something is published before making the backup in dropbox.

    1 vote

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  15. I don't like the new interface, it makes it really hard to get back to client view. change it back, this makes it so much more laborious to switch between clients

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  16. Identify proforma invoices separate from purchase invoices

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  17. I think you should add a feature that shows the total amount of the invoices you have selected. For example, you "select" 3-4 invoices, at the top of the page it would show "3 Invoices, £453.23". A dyanmic toggle that would be useful when tallying up invoices to push through to match payments in Xero.

    Xero have this functionality in bills to pay as a reference point.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  18. ability to tag text in an email submission that would select the parameter in dext - ie. class, category. this would be like #class XXXX #class

    1 vote

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  19. Many credit cards are transitioning to Virtual Cards online. That gives the appearance of many cards, but it's just one card with many temporary numbers. So, there should be functionality to incorporate virtual card payments under one card.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  20. To be able to Read "delivery Address" on invoices and choose the location automatically on XERO.

    this will enable us to auto publish invoices rather than going to each one individually and check the delivery location and choose the relevant location

    this will help us on a MAJOR level.

    68 votes

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    2 comments  ·  Extraction  ·  Admin →
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