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1498 results found

  1. Access to a "Demo client" to show new users different functionality of Dext when everything on their own personal account(s) are not yet setup.

    2 votes

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    0 comments  ·  Onboarding  ·  Admin →
  2. Apply mark up taxes to documents when publishing to WorkflowMax

    2 votes

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  3. add the tax rate to applied for the suppliers filter results so we can save time by not opening the supplier entry form.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
  4. Improve the auto-splitting detection for multiple transactions and ones that are on one page.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  5. 1 vote

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  6. add option to select Default type of Sales invoice (Sales Receipt/Invoice) as a rule under Customers rules

    3 votes

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    0 comments  ·  Rules  ·  Admin →
  7. Ability to manually adjust the 'Less CIS' field in Dext, instead of heading back to QuickBooks each time after publishing a CIS document.

    18 votes

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  8. When using Bank Match with Xero, upon autofilling the information the “Publish to” destination will always default to Purchases. Can we also publish Bank Match autofilled items to Bank Accounts?

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
  9. To be able to publish items to Bill.com without a Category or Product/Service

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
  10. Every expense report has a random number of lines, so it’s annoying to do multiple batches.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  11. Adding the ability to make a calculation directly in the cell like in QuickBooks, would save me hours of time. I think it would be a big step in helping accountants like me be more efficient.

    1 vote

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    0 comments  ·  Design  ·  Admin →
  12. Could you please add field for Country of incorporation for Suppliers and Customers? ANd add it as table setting to Inbox and Expense reports too? The country of supplier/customer is vital for taxation purposes

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  13. Assign Multi-Users to Same Supplier Invoice
    This will allow us to have multi basic users to view same vendor invoice as one vendor invoice might have items for different projects and clients.
    Thank you.

    3 votes

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  14. If possible remove the default option set to be "Admin" while adding users to an account.

    1 vote

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  15. In NL, BE (and maybe FR) many small/medium sized companies use "Exact Online" accounting software. It would be really useful to have a file format compatible with Exact Online.

    The formats for Exact Online can be found here:
    https://support.exactonline.com/community/s/knowledge-base#All-All-HNO-Concept-general-importexport-gen-imp-prepdataimpc

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  16. An Option to turn off the Bank Match notification on the item's Details page for unintegrated accounts or accounts integrated with QuickBooks Online

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  17. Have the option to mark Sales items as Paid and select a payment method before publishing them to Surf.

    1 vote

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  18. If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.

    9 votes

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    0 comments  ·  Rules  ·  Admin →
  19. Possibility to publish a supplier invoice with analysis code to Sage

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
  20. Adding the ABN number for a Supplier as a Supplier Rule

    6 votes

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    1 comment  ·  Rules  ·  Admin →
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