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1795 results found

  1. 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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  2. 2 votes

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

    1 vote

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  4. 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 →
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  5. 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 →
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  6. As per SAGE an F button that 'copies line above' - saves lots of time for user.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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  7. 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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  8. A notification option for credit card transactions that don’t have a receipt uploaded. Would help to address missed uploads while receipts are still handy, instead of at the end of the month when they may be lost

    2 votes

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  9. 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 →
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  10. This used to be a feature but was removed or stopped working. On Android, I was able to long press the app icon and a menu popped up, giving the option to add single, multiple, or combine. On the selection of an option, the add invoice screen would launch with the camera active and correct add mode selected. This workflow is essentially the same as having the ability to add an expense from the device's home screen.

    1 vote

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

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  12. 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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  13. We want Dext to be able to see the codes that the supermarkets such as Sainsbury's add to their receipts (like Asda put V for all items that are 20% VAT rate) and automatically apply this VAT Rate/Amount to items.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  14. For Bank Match to be able to determine transactions that are closest to the amount indicated in the item for invoices as a match too. Because some suppliers charge a transaction fee hence, the amount in the invoice versus the credit card transaction usually do not match. There are hundreds of transactions that need to be updated manually to match them.

    1 vote

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    0 comments  ·  Bank  ·  Admin →
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  15. 4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  16. Add ability to sort expense report by date when printed. Currently it defaults to ITEM ID for sorting

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
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  17. Have the option to integrated a Dext Prepare account with Sage 50 Ireland

    1 vote

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  18. Would it be possible to have the option to remove the URL memo line that comes when processing invoices/receipts? It appears on cheques printed and I have not seen a way to ensure it does not appear, besides viewing every single item published once it is in QuickBooks.

    2 votes

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    0 comments  ·  Publishing  ·  Admin →
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  19. Sales Receipt and Sales Credit Note support for Surf

    2 votes

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  20. Currently, Submission History and Item History shows exact time only for recent uploads. The request is for the timestamps to be visible for older submissions as well.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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