1642 results found
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Restrict Client Creation for Regular Members
We want to control the creation of new clients, so it is very important to restrict this ability to Admins or Owners only, preventing regular members from creating new clients
1 vote -
Sales customers - by activity/item nos
Similar to Suppliers listing, you should have customers by activity too under the list option, so that we can filter by activity as we do with suppliers.
1 vote -
Terms
If you could have the payment terms pair with what is set up in QBO with suppliers this would be awesome instead of net 30 or due on receipt.
5 votes -
Auto flag incoming mailbox submissions / lost/missing receipt workflow
Hi there,
We have a scenario which i think alot of business might face. Lost and missing receipts.
Staffa are required to fill out a Lost/Missing receipt form and then submit it to dext.
Were currently in the process of creating a digital form in power apps that will collect the info in microsoft teams and on submission will submit a pdf to dext via the organisations email in address, or maybe another one specifically for this purpose.
in time well have it come from the users dext email in address but at the moment theres no way to add…
2 votes -
Secondary Extracted Tax with ApprovalMax
It would be very helpful if the Extract secondary tax feature worked with the ApprovalMax for QuickBooks Online integration (Setting the GST/HST/TPS and PST/QST/TVQ rates instead of just one default tax for Costs).
1 vote -
Smarter
The app reads CA as Canadian dollars whereas it’s reading CA in California. This should be fixed if possble.
1 vote -
Sales extraction of both Invoice number and Reference number seperatly
Extraction and publishing of Customer Invoice reference numbers through to Xero.
Currently Dext only allows for the Invoice reference number to be extracted/Entered.
When pushing items through to Xero it places the Invoice number as the invoice number and Reference number but does not allow for the user to enter this into Dext.Specifically the PO numbers received from customers need to be on our invoice and statements
2 votes -
Splitting transactions by percent in one window
Splitting transactions in the same transaction by percent and in one window. With "favorite" breakouts.
2 votes -
Electric Vehicle charging apps in Fetch integrations
A lot of our clients are switching to electric cars, but there is currently no easy way to get any charging receipts from them. Is it possible to look at adding electric charging apps to the invoice fetch feature such as Podpoint, Tesla charging & Zapmap so that it is easier to collect electric charging receipts?
2 votes -
Verification
Get rid of the verification it is a hindrance, or at least make the tick box (remember this device for 30 days) work
2 votes -
Add Dextension to Safari Browser
Please add the Dextension to the Safari Browser for Mac users.
1 vote -
Manually Added Accounts via CSV
Upload transactions to Transactions section via csv. Add a tab to the Bank Accounts section to Manually Upload CSV instead of Bank Statement Extraction. Useful for multiple card holders on single card statement or to remove personal transaction from statements.
1 vote -
Transactions Tabs and Archiving
In the Transactions section, have tabs for All, Unmatched, Matched, Requested, Archived.
Ability to archive any transactions so it is removed from other lists.
1 vote -
Date quick selection
Date selection. When selecting a date for a few years back, say 3 years back, need to click 36 times and on top of it, calendar size changes from month to month. Could you display year at bottom thet we could scroll and select?
3 votes -
Add Reference Number to Purchase Order Detail
Can you add the reference number on the Purchase Order tab
1 vote -
Show PO on Zapier
SHOW PO ON ZAPIER
1 vote -
More fields
More options when Drag and Drop or Download etc, such as class, category, customer like mobile app
1 vote -
Ability to export images/PDF files with an item ID
Ability to export images/PDF files with an item ID
3 votes -
"Remember Supplier Rules" Pop Up
You must eliminate the software automatically asking you "Would you like to set some of the details that you've entered in this item as a rule for. Set Supplier Rules Maybe later" every time an entry is made. In my business, I have a different description every time for my vendors. It is how my job costs. This message pops up every time and requires me to push publish twice on every entry. It is the most frustrating thing and wastes my time when I have hundreds of entries. The software didn't always do this and now that the problem…
2 votes -
Make number format with thousands delimiter
Hi!
Just a small suggestion. When I see the invoice or To Review, the amounts are shown with thousands separator and it is very convenient. But on an individual page there is no separation of the thousands. And in our case, being in Indonesia, where we always deal with thousands and millions, it is very inconvenient!
Thanks for making this simple improvement!
Regards
Jim1 vote
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