1787 results found
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Option to generate a report based on the transactions last modified date
Option to generate a report based on the transactions last modified date so I can check if they have been edited correctly
2 votes -
Download CSV and images (ZIP) at once with the option to arhive after download.
Hello, I really need an option to download CSV and pictures (zip) at once with the option to arhive after I download.
4 votes -
3 votes
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Pin specific accounts/clients at the top of the client list
The ability to pin specific accounts/clients at the top of the client list.
I believe this feature would help those that have access to 10s of different accounts, but only need to log into a select few.
Perhaps not a fundamental change, however it would reduce the need to continuous search through a large client list.
3 votes -
Sub-header for original statements
Add a sub-header called 'Original statements' to the left of Source ID, used Dext for a while now, and only just found out it's for original PDF not an alternative for downloading in CSV etc.
1 vote -
1 vote
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Xero - Sales Invoices - Reference field
When a sales invoice is published to Xero, the item ID appears under the Reference field in Xero. Some customers don't want the item ID to be transferred to the Reference field in Xero as they would like to use that field for something else.
20 votes -
Bulk upload of managed by / location boxes to client list (similar to practice code bulk upload)
Bulk upload of managed by / location boxes to client list (similar to practice code bulk upload)
1 vote -
Show the number of the documents in each workspace.
The workspaces tabs (Costs, Sales, Expense Reports, Bank) should show how many documents in total between the name and the chevron.
1 vote -
16 votes
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Remove 'Congrats you have done 1 out of 3 ABN checks'
I'm finding the blue alert on the ABN advertising Precision really annoying. It makes it difficult to find & select categories.
2 votes -
Default Duplicate Settings
The default duplicate setting can be changed from "Automatic" to "Review" as the "Automatic" mode results in items getting deleted and users getting confused as to where their items have gone, thusly contacting us to find the missing items and explain why they got deleted. Additionally, this can result in non-duplicate items being deleted since the criteria are met, even though the items in question are different.
Most of the users and accountants prefer to be notified of potential duplicates before they get removed so they can review them and then decide what to do with any duplicates.
This would…
9 votesThanks for the feedback we will reassess the defaults
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Auto-archive without publishing (supplier rule)
Idea : Auto-archive (without publishing) at supplier level
Why : For many suppliers, we have bank rules in Xero or QBO to have bank transactions automatically recorded without a receipt (monthly subscriptions are a good example of these). Although we do want to keep the receipts in the Archive in case of future audit, we don't want to publish and match all receipts if not required. What we currently do is, for these suppliers, we 'select all' and manually 'archive' all selected items.
If we could simply 'auto-archive without publishing' certain suppliers, that would be game changer for our 40+…
21 votesWe are reviewing this functionality to add. Thanks for the feedback
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"Mark as rebillable" as a Product and Services rule
Make Product and Services rebillable by default
3 votes -
Publish items to QBO as an expense rather than a bill or check
In QBO you can enter items as a bill, a check, a credit card transaction, and also as an expenditure. It would be wonderful if I could publish items to QBO as an expenditure from Dext for items that were paid with an EFT. Currently, if a client uploads a bill paid by EFT to Dext, I have to then manually enter it in QBO as an expense.
3 votes -
Support multiple currencies for ApprovalMax
Have the option to publish items with currencies different ot the Base currency of the Dext Account so they appear with their original currency in ApprovalMax.
1 vote -
default vat rate to be exempt not zero rated
I think default VAT rate for when no VAT is showing should be exempt not Zero rated- in reality there is very few items that are actually zero rated for VAT. As a bookkeeper i spend a lot of time changing the VAT rate to exempt ion your software to show it as a purchase in box 4 of a VAT return but not as Zero rated. For example when a supplier is not VAT registered. it needs to show in box 4 as a purchase for the business, but posting this as zero rated suggests the supplier is VAT…
1 vote -
Make fields mandatory before publishing
Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing
136 votes -
Purchase Order match with Bill.com
Availability to match cost item with an existing purchase order in Bill.com
1 vote -
1 vote
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