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1524 results found

  1. Have the option to exclude surrounding from photos like tables or desks so only the document is visible

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  2. Adding payments from invoices in Dext to the accounting software. For example, an invoice paid part cash or with two payments against the invoice, we can see the receipt / payment in the bank but we have to push this through to the accounting software before being able to allocate.

    3 votes

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    0 comments  ·  Publishing  ·  Admin →
  3. Exclude the RB abbreviation from the invoice reference in Xero when sending an Invoice from Dext Prepare to the accounting software without a Document Reference.

    1 vote

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  4. 1 vote

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    0 comments  ·  Other  ·  Admin →
  5. As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.

    2 votes

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    0 comments  ·  Design  ·  Admin →
  6. I want to be able to add Notes to Xero bills when I process them through Dext. Note, this is different from the bill description. This is a helpful feature to resolve my company's issue of dealing with a lot of suppliers that prefer BPAY as payment method. We want to use Parakeet in processing those bills, but the problem is, BPAY reference had to be put as Notes on the bill in Xero and I am hoping I can do that in Dext when I finalize the bill before pushing it to Xero.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  7. Have the option to differentiate credit card and expense claims transaction within Expense reports

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  8. 21 votes

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    0 comments  ·  Extraction  ·  Admin →
  9. Adding multiple projects to a single receipt with several line items

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
  10. 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 →
  11. Apply mark up taxes to documents when publishing to WorkflowMax

    2 votes

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  12. 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 →
  13. 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 →
  14. 1 vote

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  15. 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 →
  16. 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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  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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