1642 results found
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Assign multiple tracking categories to a document
Assign multiple tracking categories to a document
3 votes -
CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
4 votes -
2 votes
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Ability to adjust the paperwork Match criteria
Ability to adjust the paperwork Match criteria
2 votes -
Client insights and changeable timelines
Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly1 vote -
Conditions for TAX based on Invoice totals
Ability to set tax rues based on invoice during extraction. For example we receive invoices from Royal Mail that all of them apart from one a month are VAT exclusive. But for the subscription which is always £108 there is VAT. I have to every month check all invoices in order to just find this one!
If there was a rule to say :
If invoice amount = £108 then add VAT.1 vote -
Make Changes to Settings and New Supplier Rules affect items already in the inbox
Make supplier rules and option changes affect items already uploaded or in the 'Ready' section, not just for new uploads.
It becomes quite annoying when you only realise some settings need to be changed after documents have been uploaded, only for those updated settings to not affect the items already in the inbox.
Auto-Categorisation forces items into the 'Ready' section without all the information needed, and then when a supplier rule is set, it wont affect the items already put through, despite the 'apply to all items in inbox' option being ticked
5 votes -
File Storage option to specify location on drive for backups
File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.
4 votes -
Add more than one line at a time when adding line items
I'd love to be able to add multiple item lines at once. When you go in edit lines items you can add 1 line for different products per invoice sometimes I may have 10 products but i have to add 1 line at a time
2 votes -
Unarchiving notifications on items in the inbox
There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.
A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.
Please please please help prevent this drama for anyone else.
3 votes -
purchase order match with Sage Accounting
Be able to use purchase order match with accounts intergated with Sage Accounting
7 votes -
Bulk delete option for categories in unintegrated accounts
If a feature to delete categories in bulk or in full is added, that would be really helpful.
2 votes -
Workflow Max: Mark PO as received and match supplier
Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?
4 votes -
Allow adding specific users to certain clients in a bulk
Allow adding specific users with a Member role to some clients even if they are not Xero users with Standard or Advisor role, and the client account is not set to Whole Team.
2 votes -
Improve Customer field/search box in Line Items.
1) The combobox is tiny. 2) The search matches any characters... so if we search for customer abbreviations "ABC" or "ARN" it will find any customer with any of those letters. That's not helpful. Fuzzy search terms should at least be space delimited, so acronyms/abbreviations only match a sequence of characters, not any characters in the entire string.
3 votes -
Replies to comments
It would be really useful when a comment is added to a flow, if a reply could be added directly to that comment.
4 votes -
Make it easier in Xero and Dext to assign Bills to Projects
Today there is no way to assign an Invoice in Dext with a Project in Xero and the process is very long winded. As you have to edit every project manually to assign it.
2 votes -
7 votes
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Publishing History
Can we have a new publishing history so that we can see which users have published documents into the accounting software rather than having to find each document and look at the 'history' tab as some clients publish documents incorrect so a new tab would be easy to identify all documents that they have publish.
10 votes -
Registered office address on Companies House info (deadlines dashboard)
Registered office address on Companies House info (deadlines dashboard)
2 votes
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