1836 results found
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Customize the Description field to have pre-populated options for users to select from
Can I pre-populate the Description field? So that when my user makes an entry, they can see the pre-populated text when filling a cost item?
I want to be able to have the user select the budget. We can pre-populate the description field with all the budget categories. The user only needs to check the correct budget category. But it needs to show up for all new cost entries.
1 vote -
Default Zoom Settings
The "Automatic Zoom" doesn't work as anticipated. I have to click the pulldown menu to select "Page Width". Can we have the ability to set this as our default setting?
3 votes -
2 votes
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Remove info panel on the right for when opening Expense Reports
Have the option to remove the Report info and Audit Trails info on the right side when opening an Expense Report in order to view the report fully on the page.
2 votes -
Set rule for line items to only extract certain transactions
Have the option to adjust line item extraction to extract only certain line items from documents and not everything.
2 votes -
1 vote
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Publish items to Deposits in QBO
Is it possible to submit a picture of a check that has been deposited, and then publish it to QBO as income?
1 vote -
1 vote
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Publish the Customer field info to Bill.com
Have the option to publish the customer field information over to Bill.com
1 vote -
Expense recognition
When an employee does not have a receipt for a transaction on their credit card, they complete an expense recognition form which explains what the expense was for, and why they didn't have a receipt.
1 vote -
Pont date extraction
Extraction of the point date instead of the invoice date
1 vote -
Ability to create Sub-Suppliers/Customers under the main one.
Second Supplier/Customer, created under the main one.
4 votes -
3 votes
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Integration: Tik Tok
TikTok now supports sales features.
6 votes -
Access multiple accounts in one page in the Web app.
Access multiple accounts in one page in the Web app.
3 votes -
Option to update CRN
option to change CRN in the User details page
1 vote -
1 vote
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Add deeplink between Dext Prepare and Sage 50 for items. (similar to the "Open in Xero" link for Xero)
Add deeplink between Dext Prepare and Sage 50 for items. (similar to the "Open in Xero" link for Xero)
1 vote -
Download invoices from portal
When a customer sets up forwarding rules from an email or a website, sometimes the message sent contains a button that needs to be clicked so that the invoice is downloaded. The customer asked for functionality that downloads the invoice automatically and sends it to Dext Prepare instead of an interactive invoice which you need to click to view and download the invoice in question.
1 vote -
Pull statements through old to new line items
Pull through bank statements old to new
1 vote
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