1779 results found
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Upload & publishing dates
It would be extremely helpful to see upload dates and publishing dates per transactions. AND to be able to search for documents by either of those two dates.
2 votes -
Streamlining uploads
It would be so helpful if you can add arrows/toggle feature on the front page for "Payment" as you do for "Category" and "Class" so I can make the edit on the front page rather than going into each upload. Thanks.
3 votes -
Locking accounting period
I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.
3 votes -
Match delivery note to invoice
Match delivery note to invoice.
4 votes -
extract PST and GST separately
if we can download the tax into CSV. both taxes PST and GST each in separate column?!
7 votes -
1 vote
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Bulk Supplier Updates: Integration settings
Bulk supplier updates for integration settings
1 vote -
Google Drive uploads
Would like to be able to upload via Google Drive or Microsoft SharePoint, not just DropBox. A lot of clients use these platforms.
3 votes -
Advanced Sales Entries
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 -
Email notification about items uploaded by other people
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 example1 vote -
Terms
If you could have the payment terms pair with what is set up in QBO with suppliers this would be awesome instead of net 30 or due on receipt.
4 votes -
Indicate active from inactive clients in the new client list
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 -
Staff email address selection
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 -
Include "Description" as a field in Bulk Edit options for Line Items.
In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?
4 votes -
Include the file name from when the document is uploaded
The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.
10 votes -
Bulk select items for editing and then stay selected after editing
- Ability to bulk select items
- After selecting a number of items and then bulk editing, ensure that the items stay selected after editing. Currently have to reselect all the items again to then be able to bulk publish.
2 votes -
Extract Location/Tracking category on XERO
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.
70 votesOur AI team have been working on this feature and we hope to share more details soon. Thanks for the feedback.
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Extract quantity and total amount per line item to work out the price for each quantity
To get the price of the item for a total amount within line item extraction
Extract quantity and total amount per line item to work out the price for each quantity30 votes -
Flag on Batch
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 -
Auto backup uses out of date information for file names if fields are changed before publishing
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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