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1521 results found

  1. I have invoices from Deliveroo, Just eat etc that there on the same inv is sales amount and commission amount. If I upload this inv in Dext as commission expense, I can not upload again in sales as sales income

    2 votes

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  2. Option to select disable image upload when publishing cost Invoices to Sage Accounting SA. Published images only to be available in Archive on Dext Prepare and not in Sage.

    5 votes

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    0 comments  ·  Publishing  ·  Admin →
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  3. We currently have a company of 70 employees and have started introducing Dext to a few employees for expense claims.

    We never have more than 400 submissions a month, so the capacity of submissions is not what we need to worry about.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. Save user filter so when I open Dext I only see my documents.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  5. 3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  6. 2 votes

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  7. Set payment method as a customer rule.

    1 vote

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  8. I have a client who uses expense reports and costs and they have department heads within the business whose expense claims go to a 'directors' department but their costs go to their actual department. We have submitter rules and supplier rules set up but when they submit all of their invoices are going to the expense department rather than the cost department,

    The submitter (user) rule is overwriting the supplier rule. Is there a way to prioritise them?
    Tabs

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  9. 1 vote

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    0 comments  ·  Bank  ·  Admin →
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  10. Option to support and publish in multi currencies. Seems that they have released this lately- https://help.bill.com/direct/s/article/360006921292

    1 vote

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  11. 24 votes

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    1 comment  ·  Expenses  ·  Admin →
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  12. Assign Multi-Users to Same Supplier Invoice
    This will allow us to have multi basic users to view same vendor invoice as one vendor invoice might have items for different projects and clients.
    Thank you.

    2 votes

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  13. Option to create separate folders to organise items into dext like the archive, inbox and costs/sales folders

    149 votes

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    21 comments  ·  Other  ·  Admin →
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    Thanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year. 


    Please stay tuned for updates. 


    Simon

  14. 1 vote

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  15. In the Costs > Inbox, when a match is found, a screen pops up to give details. The details are also included when you open the receipt. The issue is, it doesn't tell you which credit card it is. If you have a client with 10 credit cards, and the match says 'TD BUSINESS TRAVEL VISA' how does this help me? The data is probably being pulled from the bank, but there should be a way to add 4 digits to it somewhere, or at least the cardholder name.

    Also, in the Bank > Transactions screen, where you would submit…

    5 votes

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    1 comment  ·  Match  ·  Admin →
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  16. Ability to manually adjust the 'Less CIS' field in Dext, instead of heading back to QuickBooks each time after publishing a CIS document.

    13 votes

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  17. To reduce/eliminate the manual entry on our side, it would be very helpful if there was something that the client could type in the body of their email to Dext that would automatically populate the category or product/service and the customer/project. I work with construction companies so every invoice needs a project, and therefore I have to type in the project name on every invoice that is sent via email. Automating this step would be a significant win.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  18. I would like a Merge Suggestion function, eg when a client uploads 1 invioice as several documents, could Dext spot that the same supplier has multiple invoices on the same day and ask whether we would like to merge them - this would be useful as it is too complex to give clients more than 1 email in address and they often photograph a multi page invoice as multiple documents as well

    2 votes

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  19. Duplicate Items
    When there are duplicates - give a choice as to which one is processed - sometimes the bad copy comes up as the original and it is not possible to process the good copy

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  20. 2 votes

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