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  1. 1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  2. be able to add/extract payment type/method for sales items

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
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  3. Lock modification of expense reports and invoices when the user is a basic user

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  4. An option to add an additional document to an existing cost/sales file without having to submit it and merge it.

    11 votes

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  5. Be able to select how files are named for backup. Ex. right now its supplier/customer-itemID#.filetype
    I would like to select a default for what info is included in the file name. My suggestion is to include the option to select name file: document reference #, invoice date, and the supplier name + item ID (as mandatory) Ex. supplier/customer-DOCUMENTREFERENCE#-itemID#.filetype

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  6. NPO Tax rules and proper breakout - I am manually breaking out the HST into the federal and provincial rebate lines - would be nice for DEXT to break this out through the software

    1 vote

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  7. When I send a document that already exists in DEXT, I would appreciate no to receive "Unsuccessful document upload" warning message (which is quite stressful... as I already have trashed the paper bill. A difference message saying "Redundant upload rejected" so I know it is (then I check which document in the trailing text if I want.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  8. Option to Hide or Archive unneeded suppliers but not delete or merge them.

    I want to know if we can archive suppliers. I'd like the old suppliers not popping up when searching

    12 votes

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    0 comments  ·  Other  ·  Admin →
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  9. I would like to forward invoices to another app that does payment process but it has to be forwarded in PDF from a known email (that I can identify) to this other app. This other app will process and pay the invoice. So I don't want to be downloading individual invoices and then manually emailing from my email account manually. Is there a way I can find out the email address my DEXT account is sending the email from? In addition to that, I need to identify the email address Dext is sending the pdf from. It has to be…

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  10. Our expense reports are due the first business day after the 1st of each month and the 15th of each month. Rather than auto create multipl expense reports, could you add a feature so that the expense report is created and another expense report is not created until the user publishes their current expense report. After publishing a new expense report can automatically be created and the date the expense report uses should be able to be changed by the user to make sure it is posted to the right date.

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  11. Get email or other notification when an uploaded invoice hits due date, so I know when to transfer the amount.

    2 votes

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  12. Ability to add Payment Discounts. 1%10, net 60 for example with the ability to import to QBO.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  13. You've recently changed the search functionality which has made it more difficult to return the items I am looking for. I have chatted with an agent and they've let me know that I can now add further clicks into each search to go to the advanced settings. This is not an advancement, this is the opposite. I do multiple searches daily and now each one is going to take additional clicks which is a massive waste of time. I'd love the old search functionality to be reinstated as this worked just fine.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. I would like to be able to use my laptop's webcam to capture the receipt image (similar to the mobile app).

    I find it's easier (for me) to enter the appropriate details in the web app. However, the easiest way to capture the receipt image (again, for me) is to use the mobile app and the phone's camera. This makes most receipt entry a two-step process.

    1 vote

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  15. 2 votes

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    0 comments  ·  Line Items  ·  Admin →
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  16. Add a Filter for Rebillable ... client who bill their customers back often need to provide the receipts to substantiate!

    2 votes

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    0 comments  ·  Design  ·  Admin →
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  17. Unique code field for invoices

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  18. On cost invoices it could pick up a site address and allocation to a certain code.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  19. You must eliminate the software automatically asking you "Would you like to set some of the details that you've entered in this item as a rule for. Set Supplier Rules Maybe later" every time an entry is made. In my business, I have a different description every time for my vendors. It is how my job costs. This message pops up every time and requires me to push publish twice on every entry. It is the most frustrating thing and wastes my time when I have hundreds of entries. The software didn't always do this and now that the problem…

    2 votes

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    0 comments  ·  Rules  ·  Admin →
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  20. when i change the supplier rules to extract line item, there should be an option to rescan the existing invoice and perform line extraction. now i have to delete the invoice and reupload once more

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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