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1779 results found

  1. Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).

    4 votes

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    1 comment  ·  Design  ·  Admin →
  2. 3 votes

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    0 comments  ·  Categories  ·  Admin →
  3. The option to have a universal email-in that has the functions of a single and multiple email-ins. Essentially, having the system detect if the forwarded items are spread over several pages or it is one invocie per file.

    2 votes

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  4. Attached is a template we need to integrate with our accounting software Intact. The software will group the transactions by account reference and remove the main header line so that we simply have the line items.

    Are we able to pay for this development because adding this feature will save my client a significant amount of time?

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  5. Please extend the period for authentication to 30 days as the current 7 days is really a bit too short a time.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  6. Have the option to Bulk download the items from all client accounts from a single panel.

    2 votes

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  7. 2 votes

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  8. Hi; similar to exporting a document to tax invoice in Xero, I'd like to export a document to a purchase order in Xero - the reason being that company procedure dictates that a PO must to be raised in Xero for every purchase before the invoice in Xero is created. Using PO matching with Dext to Xero means I have to create the PO in Xero anyway, which kind of defeats the purpose of streamlining the process.

    3 votes

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  9. 1 vote

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  10. Email template to invite clients of partners to learn more about Dext and join Dext.

    2 votes

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    0 comments  ·  Onboarding  ·  Admin →
  11. We have set up monthly flows using Dext Precision and it would be great if there was an automatic check with Dext prepare to show you how many items remain in Dext for processing. This would allow us to check which members of the team are staying on top of their Dext processing.

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
  12. 1 vote

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    0 comments  ·  Workflows  ·  Admin →
  13. I think you guys are missing the point.
    I have gone in and made the changes but it is already too late. The payment went through already for the whole year under the wrong currency because it is not clearly stated what currency the pricing is in. I could have done any currency, i just needed to know which currency it was. So i used the wrong card. It is a sign up issue that can be simply resolved by adding the currency designation next to the price / or an info box that says what currency is being charged.…

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
  14. Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  15. Include Tax Code column along with the tax codes of the items in the Default Dext Prepare CSV Export Format

    2 votes

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    0 comments  ·  CSV Export  ·  Admin →
  16. QBO Self Employed

    3 votes

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  17. use dext prepare in multiple browser to diffrent comnie in a merged account.

    2 votes

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    1 comment  ·  Workflows  ·  Admin →
  18. Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.

    5 votes

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    0 comments  ·  Line Items  ·  Admin →
  19. We would like to see see when you look at your vendor/supplier invoices, that you would have the option to charge multiple customers/jobs and breakout an invoice.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  20. I would like to upload a till roll from my shop with daily takings as an income

    1 vote

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