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1485 results found

  1. 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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  2. 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 →
  3. Identify proforma invoices separate from purchase invoices

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  4. Is it possible to delete a message I have sent to a client via Dext Prepare?

    2 votes

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  5. 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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  6. 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 →
  7. Hi - there are a lot of form fields that we don’t use. It would be great if we could customise which form fields were shown as default. That would make things a little quicker and we’d make fewer mistakes, as we’d only display the required fields.

    3 votes

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    0 comments  ·  Design  ·  Admin →
  8. Let me as the preparer be able to see when the in the inbox if a client has messaged me. As of now, I have to click into each document to see if there is a message.

    7 votes

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  9. 2 votes

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    0 comments  ·  Expenses  ·  Admin →
  10. Allow dext to read a supplier account number on bills. I have one supplier who delivers to 3 of our sites. They bill each site separately with a specific account number on each bill. Currently dext is unable to match the bills to the supplier as there is no facility to match with an account number.

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  11. Secondary tax extraction for unintegrated Dext Accounts.
    This can be applied for Canadian users andBritish Columbia where PST applies.

    8 votes

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    1 comment  ·  Extraction  ·  Admin →
  12. Restrict the list of Payment (in the payment drop downs) to what I use - not every random payment method extracted off any payment made by anyone in the company!

    4 votes

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    0 comments  ·  Design  ·  Admin →
  13. Enable all notifications to be send to one central/shared email account (as a pose to a specific user). This way all users on an account will have visibility of an actions that are required in order to process an invoice effectively. This will also be important if someone is on leave

    1 vote

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  14. Most clients have an email inbox called accounts@. Why not have a MS365 and GMAIL integration with DEXT that we can view that inbox from within DEXT. We can retrieve invoices, credits, statements instead of depending on the clients. One step further would be that DEXT builds a bot that scans that email account within DEXT each day and automatically pulls in invoices, credits and statements. That would be super cool

    1 vote

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  15. Have an option for claiming for a company vehicle wash , most jet washes are coin operated and do not supply you with a receipt so the money can not be claimed back

    4 votes

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    0 comments  ·  Bank  ·  Admin →
  16. I would like custom report function for our company account that is only available through Dext Precision. Happy to pay extra for it, but we would find this feature beneficial.

    1 vote

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  17. Allow users to choose the language, independently from the account's settings.

    1 vote

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    0 comments  ·  Design  ·  Admin →
  18. be able to set default tracking category by nominal code not just supplier

    1 vote

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    0 comments  ·  Categories  ·  Admin →
  19. When exporting expense report, file name should default to represent the report name, not the date it was printed.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  20. Can we make fields such as the payment method mandatory? As in, is it possible to prevent automatic movement to the 'ready' section if the payment method has not been specified (manually or by a supplier rule)?

    6 votes

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    0 comments  ·  Other  ·  Admin →
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