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1485 results found

  1. Show how many pages have gone through each bank on a line by line level

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  2. NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
  3. Please allow us to add a payment reference to an Invoice/Receipt/Bill when publishing it as paid.

    Allow us to assign a Default Payment Reference to a Payment Method that then pre-populates the Payment Reference for All Bills using that specific Payment Method, the user can then manually update each invoice if a change needs to be made or can add a Payment Reference when editing the Invoice.

    When the user submits a document as paid to their accounting package it uses this Payment Reference as the Payment Reference for the payment created in their accounting package, this will help the…

    2 votes

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  4. When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
  5. I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.

    7 votes

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    0 comments  ·  Expenses  ·  Admin →
  6. 1 vote

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    0 comments  ·  Other  ·  Admin →
  7. Hi, for supplier statements can it extract the VAT breakdown or is there a way to post the VAT breakdown after uploading to Dext please? Thanks

    1 vote

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  8. In Sage 50 I post up cash expense claims using the claimant as a supplier. In Dext it would help to have a rule that the supplier is the document owner.

    1 vote

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  9. We would like to be able to access our Dext data programmatically and in bulk. It would be great if we could extract detailed transactions data, for example Client Name, Transaction Date, Date Processed, Processed by, Transaction type.

    I would also be interested in any other operational fields which Dext collects, for example whether interactions with transactions are logged by individual user.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  10. Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  11. excel Time sheets

    1 vote

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  12. Pull the Address and be able set a rule of location based on the address

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  13. Brakes Foodservice Invoice Fetch

    2 votes

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  14. "remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  15. Would really like the new 'Extracted PO Number' field included in some of the CSV export options. Ideally the Dext Prepare Default to be specific

    4 votes

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    0 comments  ·  CSV Export  ·  Admin →
  16. Please sync products and services with ApprovalMax for QBO

    3 votes

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  17. For multi-entity accounts with the same suppliers it would be useful if Dext could identify if the invoice has been submitted to the correct Dext account.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  18. In Hubdoc there is a function where a document that is not an invoice but relates to an invoice - for eg a delivery docket - can be published to Xero documents. It then can be attached to the relevant Bill, with the invoice. There are occasionally documents which I would like to attach to a bill in Xero, but as a separate document, which is what I can do in HubDoc, but it would be great to be able to do it in Dext too.

    8 votes

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    2 comments  ·  Expenses  ·  Admin →
  19. When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
  20. Dext should also extract the address including the country.

    5 votes

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    0 comments  ·  Extraction  ·  Admin →
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