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1497 results found

  1. Extract item types for Sales documents.

    5 votes

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    1 comment  ·  Extraction  ·  Admin →
  2. Ability to auto-publish to Desktop accounting software integration such as Sage 50, Quickbooks Desktop.

    6 votes

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    0 comments  ·  Rules  ·  Admin →
  3. Be able to allocate a PO from Sage directly against an invoice, we had this on Xero but sadly not available on Sage

    Would be amazing if we could do this !!! :)

    2 votes

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  4. Run Dext connect as a service rather than an app

    2 votes

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  5. 1 vote

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

    2 votes

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

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  8. 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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  9. 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 →
  10. 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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  11. 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 →
  12. 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 →
  13. Instead of Paperwork Requests via mobile app only, an option to email Paperwork Requests via users emails.

    10 votes

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  14. Lock date to prevent item being published before lock date. It will help to keep accounting data unchanged one year-end is finished. It will stop publishing items in the pervious year once the year-end of the previous year has been completed.

    4 votes

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  15. 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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  16. 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 →
  17. It would be useful to see the BACS details of the selected supplier whilst reviewing invoices as sometimes we not use a particular supplier

    3 votes

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  18. 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 →
  19. 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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  20. archive the bank accounts that have already been closed and are no longer useful, to clear up the view

    10 votes

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    0 comments  ·  Bank  ·  Admin →
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