1584 results found
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Supplier Tracking
Is it possible to show spend with each supplier on a daily/ weekly/ monthly chart?
1 vote -
Match Invoice to Multiple Purchase Orders
It would be good of we could add a PO number to the individual Lines to enable multiple PO's to be processed against 1 invoice. Currently only 1 PO is aloud per invoice.
2 votes -
Add product and services to approvals workflows
I need products and services instead of categories as workflow options, can we please add this?? :) We don't use categories and to get our main approval work flow set up, I'm going to have to use 1 category and it really doesn't work for us as a whole. Products and services were solely to ensure projects would work via QBs but then over here aren't included in workflow approvals.
2 votes -
email trail also going through to accounting software as attachment
email trail also going through to accounting software as attachment
24 votes -
Record payments from remittance advices
Customers frequently send remittance advices ahead of making payments, and often these are payments for several invoices. Currently I manually attach these to the payment transactions in Xero on reconciliation. It would be great to see Dext with the ability to scan these remittances, record sales invoices as paid in Xero, and attach the remittance advices to the payment transaction.
I would see this working similarly to the 'paperwork match found' functionality of Costs.
7 votes -
Hide Tax Codes from my QBO List
Let me hide some of the tax codes. So my team only sees the ones they need. Right now they see a lot that they don't need but my finance team does outside of Dext.
1 vote -
Allow 'clear publishing data' of approved items
Once items are approved, allow the 'clear publishing data' option. Otherwise, for errors that need to be corrected, the item needs to be rejected and then re-approved.
1 vote -
Notes for Bookkeepers - not visible to client
I would love if there was a place to add notes to documents that are not visible to the client for internal tracking/informational purposes!
2 votes -
Be able to use company logo as the account avatar
Be able to add the company logo instead of having the company avatar be the first letter of the company name (`A for example)
3 votes -
GL rules
Assign a business unit to a category / GL code. Example - BU Finance will automatically populate if I select GL code 417
1 vote -
Purchase Order
I like that Dext can extract a PO number, but sometimes they aren't always numbers. Can you make this a more open field?
Also, now that you have the extracted PO number, this function doesn't work if you merge items. I merge our sales order confirmation with our invoices once recieved. However, I loose the purchase order function when this happens.
1 vote -
Bank transactions Audit trail/history
Bank transactions Audit trail/history to show where the bank transaction came from (bank feed or bank statement upload) and when it was imported, which user coded which transaction line, which property it related to, what date/time it was updated and what code was selected. Also should record subsequent changes. This should look exactly like the 'history' tab that appears on the right hand side when looking at cost items which is really good. this is really useful to see any changes.
2 votes -
Print Supplier Statement report
Would like the ability to print and/or pdf the supplier statement image and reconciliation so that it can form part of their workpapers.
12 votes -
Exclude/Dismiss Data Health Checks
Bring the Exclusions and Dismiss options into data health checks where they're currently not available. The Exclusions in particular being super useful, with a lot of folks asking when they'll be able to exclude certain suppliers from checks like the ABN validation tool (or at least dismiss the alerts that pop up frequently).
1 vote -
multilingual documents uploaded to Vault
I deal with a number of documents (loan agreements/contracts) which are made in 2 languages (one English, one not). Tried to upload it to Vault, it is recognized and summarized nicely, but the summary was made in Russian instead of English, with no option to change that except Google-translate the summary back to English :) it'd be good to set default language (e.g. English) for recognition of multilingual documents
2 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
10 votes -
Ability to resize columns
Longer file names are obscured by the limited column width. Would be helpful to be able to customise the width to display extra information as needed.
3 votes -
Restrict chart of accounts available for User expense claim submission
Restrict the category options available for selection when users are submitting expense claims.
4 votes -
Bulk migrate Clients from Prepare to Solo
Be able to go through your entire Client list and bulk edit Prepare clients to Solo that meet the Solo requirements
2 votes -
Support Etsy USA
Please add support for Etsy USA version, not just UK.
1 vote
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