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1497 results found

  1. Added Totals of multiple receipts by Project or PO#

    2 votes

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    0 comments  ·  Extraction  ·  Admin →
  2. Expense reports - make the copy that exports to the employee and also QuickBooks Online match the line items detail inputted. Very inconvenient for them not to match.

    2 votes

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    1 comment  ·  Expenses  ·  Admin →
  3. Can the narrative descriptions from line items be available in the description box on Dext, or that extracted data more easily copied and pasted across from line items into the description box?

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
  4. Have the ability to set up automatic email reminders for missing invoices already requested and not yet received

    3 votes

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  5. Would like to have the supplier request email from the client name instead of from Dext as this could go into the spam inbox and never be received

    3 votes

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  6. Unfortunately, simply not putting the customer on the line item does NOT solve the issue. I track my costs to my customers but sometimes I include the subscription for QBOnline and sometimes I invoice for it. I ALWAYS track my specific costs to a customer whether it is billable to them or not as I use PROJECTS. Please fix this. It's a simple toggle on each line item - billable? YES/NO. I have multiple customers that use this feature as we use projects extensively (architects, interior design, etc.). AutoEntry can accomodate this need.

    1 vote

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  7. Can you please get Dext to read cash as a payment method.

    this will assist greatly where clients make many cash payments from the daily cash takings.
    this in turn will assist in linking the cash payments to a quickbooks ledger account - cash to be banked and offsett it there.

    5 votes

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    1 comment  ·  Extraction  ·  Admin →
  8. Include a variety of date formats to set a default from. For example, dd-mm-yy, yy-mm-dd, mm-dd-yy, yyyy-mm-dd, etc. OR dd/mm/yy, yy/mm/dd, mm/dd/yy, yyyy/mm/dd, etc. Currently, Dext can only sort by dd-mm-yyyy which is not helpful. A format of yyyy-mm-dd will sort by year, then month., then day.

    2 votes

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    0 comments  ·  Design  ·  Admin →
  9. When using the create mileage feature it would be useful if the number of miles was shown as the quantity and the unit price showed as the 45p (less VAT) claimable

    2 votes

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    0 comments  ·  Expenses  ·  Admin →
  10. The Dext mobile app can be improved if there was a second button to trigger the main camera's auto-focus before taking a picture. It would be more convenient than having to moving the phone closeup and back to trigger it manually. Also, most phones nowadays have multiple cameras. The ability to alternate/select different cameras (at least in the settings) is rather expected.

    5 votes

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    0 comments  ·  Mobile  ·  Admin →
  11. It would be really awesome if archived supplier statements could be linked to their respective suppliers in the system. This way, I could easily review them without having to search through a long list. There’s already a feature for invoices, so it would be great to have the same functionality for statements as well.

    2 votes

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  12. I'd like to see a feature where you can create a rule for dext to automatically rename a supplier, for example. Dext picks up the supplier as "Spacex Canada Corp" but it is preferred that these get renamed to "Starlink" as the client has that set up as a vendor already. This would help lower the amount of duplicate vendors getting pushed through to QBO.

    16 votes

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    0 comments  ·  Extraction  ·  Admin →
  13. Ability to create a custom extraction field (or column for statements) on specific suppliers' invoice/statement (e.g. a delivery location detailed on an invoice if a single supplier delivers to multiple sites, or a delivery location column on a supplier statement).

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  14. Oct tax settings update: The taxes are not working in all clients. Because we are in BC Canada I have my clients set up for two taxes.  I think that the default tax setting for cost on GST/PST.  Several invoices only have GST charged on them and the now the PST is processed into QBO with zero tax.  In the past on extract tax it would extract the GST and mark the bill as GST only in QBO.  Now it looks correct in Dext but when it is entered into QBO the tax code is GST/PST with zero in the…

    1 vote

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  15. Paying expenses in Xero the Reference field can only be a max of 18 characters to align with bank reference field, otherwise you have to manually change Reference field to fit. Could this field be modified.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  16. 5 votes

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    0 comments  ·  Extraction  ·  Admin →
  17. The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation

    38 votes

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    Under Review  ·  5 comments  ·  Expenses  ·  Admin →
  18. I would like to suggest on the item details tab that you move the notification that there is a match higher up on the screen. It is out of view until I scroll down on the page. I generally work from the top to the bottom and it is frustrating when I see there is a match after populating the details. This would be really helpful I think

    1 vote

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    0 comments  ·  Match  ·  Admin →
  19. A recycle bin that allows user to see erased documents for 30 days after deleting document.

    1 vote

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    0 comments  ·  Expenses  ·  Admin →
  20. Be able to Turn approvals off for a specific user by having an exceptions heading under the Apply to heading so you have a choice of either applying the rule to specific criteria or setting specific criteria to be exempt from the rule.

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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