1512 results found
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No of flagged items column to be added
It would very useful to have a column on the client dashboard which shows the number of flagged items - thanks - RIchard
2 votes -
2 votes
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1 vote
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2 votes
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Add more than one line at a time when adding line items
I'd love to be able to add multiple item lines at once. When you go in edit lines items you can add 1 line for different products per invoice sometimes I may have 10 products but i have to add 1 line at a time
2 votes -
Unarchiving notifications on items in the inbox
There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.
A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.
Please please please help prevent this drama for anyone else.
3 votes -
purchase order match with Sage Accounting
Be able to use purchase order match with accounts intergated with Sage Accounting
7 votes -
Bulk delete option for categories in unintegrated accounts
If a feature to delete categories in bulk or in full is added, that would be really helpful.
2 votes -
2 votes
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Exceed limit for BSE for Dext Solo clients.
Exceed the limit for bank statement extractions per month for Dext Solo clients.
1 vote -
Workflow Max: Mark PO as received and match supplier
Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?
4 votes -
Add links to Images column when exporting to CSV Sage 50 Format
When exporting to a CSV i usually use 'Dext Prepare Default' so that i can see the link to the invoice. I would prefer using the Sage 50 CSV but it doesn't inlcude the link to the invoice. Can we adjust the Sage 50 CSV to include this colum?
1 vote -
Search by exact amount
I would like to search an exact amount (total amount) without having to put in min and max amounts.
9 votes -
Do not make 2fa mandatory for Xero integrated account.
Option to turn on or off when needed.
1 vote -
Improve Customer field/search box in Line Items.
1) The combobox is tiny. 2) The search matches any characters... so if we search for customer abbreviations "ABC" or "ARN" it will find any customer with any of those letters. That's not helpful. Fuzzy search terms should at least be space delimited, so acronyms/abbreviations only match a sequence of characters, not any characters in the entire string.
3 votes -
Export user defaults list for Payment methods
Be able to export a list of all the set user defaults for payment methods to be able to see them all, if you've got lots of users, without having to click on the different pages.
1 vote -
Option to search Purchase Order by Product/Service Description aside from Product/Service Name
Option to search Purchase Order by Product/Service Description aside from Product/Service Name
1 vote -
2 votes
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7 votes
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Add a discount to an uploaded item
Have the option to add a discount on an item when it is present on the invoice.
1 vote
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