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1525 results found

  1. Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).

    4 votes

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    1 comment  ·  Admin →
  2. Have the option to extract a report for Auto-published items

    4 votes

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  3. Hi; similar to exporting a document to tax invoice in Xero, I'd like to export a document to a purchase order in Xero - the reason being that company procedure dictates that a PO must to be raised in Xero for every purchase before the invoice in Xero is created. Using PO matching with Dext to Xero means I have to create the PO in Xero anyway, which kind of defeats the purpose of streamlining the process.

    3 votes

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  4. Our staff travel a lot and we are now moving to a per diem rate for travelling. Is it possible to set the rates in Dext as per HMRC guidelines? So that staff can raise a claim in Dext for days they are claiming for and the countries that we visit the most? Or does it have to all be done manually?

    7 votes

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  5. We have set up monthly flows using Dext Precision and it would be great if there was an automatic check with Dext prepare to show you how many items remain in Dext for processing. This would allow us to check which members of the team are staying on top of their Dext processing.

    2 votes

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  6. Ability to create and save a filter used regularly. EG: I always filter the list to those under my name as the User. Would be great to save this for quick access everyday. Still need to see the full list though so wouldn't want the tasks to be restricted unless filter is applied.

    29 votes

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  7. Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.

    1 vote

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  8. Permanent removal of item in the submission history

    5 votes

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  9. Show the Matched status of items when downloading the separate transactions or the bank statements.

    3 votes

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    1 comment  ·  Admin →
  10. QBO Self Employed

    3 votes

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  11. use dext prepare in multiple browser to diffrent comnie in a merged account.

    2 votes

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    1 comment  ·  Admin →
  12. 4 votes

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  13. When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data

    1 vote

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  14. Duplicate Items
    When there are duplicates - give a choice as to which one is processed - sometimes the bad copy comes up as the original and it is not possible to process the good copy

    5 votes

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  15. Posibility to reload all the classes from QBO (active and Inactive) which will allow to keep archve invoices with all the information as they were submitted at the begining.

    2 votes

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  16. 2 votes

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  17. Be able to set repeating flows to a calendar date (i.e 5th) rather than just month end. At present if you want a flow to be a different date you have to manually create them to that date. You can not set reocurring flows to anything other than a month end.

    2 votes

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  18. Project Assigning Option while scanning receipts to sales/ costs

    10 votes

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    1 comment  ·  Admin →
  19. Ability to set up due dates for line items

    1 vote

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  20. CSV files should be possible to allow bulk upload of items to be published on software, yes there will be no attachment, but it will allow tax verification oublishing as most softwares dont allow split tax items bulk upload

    7 votes

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