1584 results found
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Remove the Document Owner as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
"remove the Document Owner" as a criterion for the Duplicate feature with regards to "Receipt" as the type of document.
3 votes -
Rules for Amazon Import
Ability to set a rule and action on Amazon Import (or all extractions)
Example : If Payment Method = xyz Then Delete Receipt
I have receipts flowing from one amazon business account to more than business. Lots of duplication and manual deleting. A rule would automate that (for me ithe bank card used indicates which business it applies to ... but there is no means to direct them to the correct DEXT business based on that.1 vote -
Selecting extracted tax codes for each supplier
Currently, you set your default tax codes in the integration (we are using sage 50). This means when you use extracted tax, any left over amount always goes to T0 (our 0% rated tax codes). This works in most cases, however when looking at payment processing, water suppliers etc. They have may portion of there which is taxable and a portion that is tax exempt. The current system puts that tax exempt portion into our 0% rated tax code rather than our exempt tax code. I am then having to go into Sage 50 and manually change the tax codes.
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3 votes -
Dextension
I would love for the bill screen that displays in QBO to be adjustable. It's too big when you need to view the classing as well in QBO.
Thanks!
1 vote -
Ability to select checks unpaid as "to print" when publishing to Quickbooks
I would like the ability to leave the check reference blank without auto-filling AND the mark the check with the "to print" status in Dext. Then when publishing to Quickbooks Online, the check would be labeled as "to print". All you have to do is click "Print Checks" in Quickbooks and the check would be listed there.
Right now I have to manually go into QB, erase the long RB reference number, select the check "to print", and then go print. The way it is now, this step could be forgotten and someone could go unpaid!
I think this could…
1 vote -
Purchase order creation
Can we add and feature to create a Purchase order In dext which can be inegrated to Xero as well as approvalMax for proper Audit trail.
4 votes -
Syncing Products/Services with ApprovalMax for QBO
Please sync products and services with ApprovalMax for QBO
4 votes -
Attach supporting invoice to Expense Report
I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.
8 votes -
Team/Client Groups
The ability to group Clients and/or members of My Team into groups to streamline the process of adding clients and/or staff to Dext, so that both lists are scalable for growing companies.
For example, we have three (so far) back office teams, one front office team, and admins. It would be helpful and much less time-consuming if Clients and/or Team members could be grouped together to mass-add a new client or employee to the system.2 votes -
MYOB integration additional destination options
Please add the following options for MYOB integration
1) Default "publish to destination for costs" to include purchases
2) Default "publish to destination for sales" to include Sales3 votes -
Have a minimum limit for submission
Setting a minimum amount limit for cost submission
1 vote -
Extracting invoices and statements from clients email addresses
The ability to enter a clients email address with their permission .
A function that will search the clients email address and Extract anything that says Tax invoices or statement.
For those clients that it is difficult to get them to forward their invoices.
1 vote -
Dextension debt and credit column for paperwork report
The PDF report from Dextension looks cluttered due to all transactions being in one column. hard for clients to read. Please split out between debits and credits.
1 vote -
make fields accept comma separated thousand 000 numerical values, i.e. 1,234.56
if i enter a value that i'm pasting it may come formatted with commas separating thousands 000, the UI should handle this. Ideally with currency symbols.
2 votes -
Bulk categorization at time of upload
When I use the 'Multiple' option in the Dext app for uploading receipts, it would be nice to set the category for an entire group of photos. That's what I thought I was doing when I used that option, but only just realized today that it is only categorizing the first photo of the series! Some way to group and categorize items would save lots of time.
3 votes -
Feature labeling E-transfers received
Adding a feature showing an e-transfer was received by a client for either their NSF payment, a payment towards their loan or a payout of their loan would be appreciated.
1 vote -
Bank feed for Bill(.com) Spend & Expense (Foremerly Divvy)
Allow bank feed with Bill(.com) Spend & Expense account (Formerly Divvy). Thanks
2 votes -
Be able to upload EML files to Dext
Be able to upload EML files to Dext
6 votes -
PIN most-used currency at top of list
Many clients have multi-currency and DEXT doesn't always pick that up automatically (nor can I set a rule - example UBER which can be used on travel)... when I have to manually adjust currency, it gives me a list of basically the whole world. I mainly use USD - is there any way we can allow use to "pin" the most-used currencies (e.g. USD) at the top to reduce keystrokes??
3 votes -
Be able to turn on a warning if a receipt is not classed
I would like to be able to turn on a warning if a receipt is being published without being classed. Like we can with creating new suppliers.
1 vote
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