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  1. be able to bulk edit sales invoices to select a category and not only the product/Service

    4 votes

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  2. Show each document's individual line items after an Expense Report has been published to Xero.

    1 vote

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  3. 4 votes

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  4. Have the option to mark a Sales item as paid before publishing to Sage Accounting

    2 votes

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    1 comment  ·  Admin →
  5. Hello, I was speaking with Chat Support and they suggested I message here. I would really like to see the ability to toggle on and off with specific projects, similar to how we can turn accounts on and off. Or even to "archieve" projects. Our projects list is very long and it's confusing for our crews seeing projects that were completed years ago. Especially if a project has a similar name. It's leaving lots of room for error. Hopefully something can be implemented. Thanks!

    1 vote

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  6. Ability to assign two or more locations to a single invoice in Dext Prepare and publish it to QBO.

    2 votes

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  7. It would be nice and time saving on my part if we could bulk transaction with by suppliers and tax codes as in Canada we have different tax code by provinces and need to currently change them. Other thing it woud be nice to extract the city or province in which the expense was place, and ig we could sort them, this would help save time, and make sure the tax code is properly inputed.

    3 votes

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  8. Have the ability to reconcile charges to receipts in Dext

    5 votes

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  9. It would be nice if you could/would integrate with Microsoft OneDrive, the same as you do with DropBox,

    6 votes

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  10. A supplier recently started password protecting invoices with the account number as password. This has significantly slowed the workflow. It would be helpful if one could add a password to the supplier in order for you to process these invoices

    7 votes

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  11. 5 votes

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    1 comment  ·  Admin →
  12. What I do is search the employee's receipts for a specific timeframe, then possibly choose a client.
    Then I export all those as a PDF, so that I can get copies of the receipts, just in case the client needs proof for their own records.

    Then I have to go back out, and filter everything again, to be able to download the exact same report, but in a CSV format. So that I can more easily create the list to add to the invoices.

    1 vote

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  13. Have the option to get a summary of all item history within the account into one report that is downloadable.

    3 votes

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    Under Review  ·  Anonymous responded

    Hi,


    Thank you for your feedback


    I thought I would highlight we have the submission history page. In the left hand menu, if you navigate to My profile, and you will see submission history in the expanded menu.


    We are looking at improving this, and adding functionality so will leave this ticket under review. Please do provide any further feedback in the meantime.

  14. It's such a small thing but why can't we just hit 'Enter' to post a message on an item instead of having to click on the arrow?

    1 vote

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  15. It would be good if you only showed the vat rates for purchase on the costs tab and only vat rated for sales on the sales tab. This would make it easier when processing instead of accidentally clicking the correct one and preventing it going through to xero.

    2 votes

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  16. Have the option to publish locations in expense reports to Quickbooks Online

    4 votes

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  17. We need to be able to publish the Customer field in line items to ApprovalMax, especially with Costs items

    11 votes

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  18. Limit which Customers the users in the account have access to

    4 votes

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  19. Have an additional reference section where Purchase order numbers get imported into.

    10 votes

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  20. add option to select Default type of Sales invoice (Sales Receipt/Invoice) as a rule under Customers rules

    4 votes

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