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  1. Clients get very confused with those terms and use them incorrectly all the time. Multiple sounds like when they have a multiple page document so they use that to do a 3 page invoice and not "combine". I think that you should get rid of the multiple and just have single and combine. If they have a bunch of unrelated invoices they should do them separately anyway. On email when they have a bank statement that is many pages they need to send it to the "single" email which is the opposite of the phone app. The description to email…

    4 votes

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    0 comments  ·  Extraction  ·  Admin →
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  2. Integrate directly with CODA Unit 4 urgently

    1 vote

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  3. Categories list : Allow to sort by GL number or description. Add search box.

    8 votes

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    0 comments  ·  Categories  ·  Admin →
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  4. 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 →
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  5. Being able to choose Receipt as default for scanned/photographed items, or being able to quickly choose form the snippet if it's an Invoice/Receipt and whether it has been paid for or not

    2 votes

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

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
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  7. Have the option to show the subaccounts on the CSV/PDF when downloading transactions

    3 votes

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    0 comments  ·  Bank  ·  Admin →
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  8. The ability to notify clients when their attention is needed regarding a Fetch Connection

    3 votes

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  9. 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 →
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  10. Apply mark up taxes to documents when publishing to WorkflowMax

    2 votes

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  11. 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 →
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  12. Improve the auto-splitting detection for multiple transactions and ones that are on one page.

    1 vote

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  13. 1 vote

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