1836 results found
-
1 vote
-
Option to filter items by Line Items, and Customer Name assigned within the Line Items
I am exporting transactions for a customer into a CSV file and I can't seem to capture any line items transactions for that customer. The filter doesn't seem to capture any invoices that have that customer listed in the line items. As some of our invoices can contain several customer names, we apply the names in the line items. Is there a way to filter by customer and by line items?
We are missing a huge amount of invoices for particular customers in our transaction reports for monitoring.
1 vote -
Rules for multiple tax rates for a single item
If an invoice has both zero-rated and 20% VAT it won't pick that up.
2 votes -
Bank Match for Sage Accounting South Africa
Bank Match for Sage Accounting South Africa
2 votes -
1 vote
-
Option to enable Automatic Line Item Extraction by client for all uploads rather than by supplier.
I am trying to turn on line extraction for a client for all uploads. Is there a way to do this rather than by supplier?
1 vote -
1 vote
-
2 votes
-
7 votes
-
Alert for clients when they receive messages through Item meesaging (not only from the notification area)
I feel like an alert is needed. I didn't even notice I had a message. It would be a great tool if it worked.
5 votes -
Automatically assign Product & Services (stock items) to Purchase Orders in Xero
Within the Dext platform, we utilise Purchase Orders to establish
connections with the invoices we receive from our suppliers. These Purchase
Orders are equipped with item codes, as we follow a practice of generating
distinct stock codes. Consequently, when an invoice arrives from a supplier,
we ensure linkage with the corresponding Purchase Order within the Dext
platform (we use Xero). Regrettably, an issue has surfaced during the
publication process. Despite our efforts, the system does not appear to
appropriately allocate the invoice to the designated product code.We see the PO on Dext for the relevant supplier. We link it;…
1 vote -
Allow characters like "em dash" in the reference field to be published
Please allow the system to accept other credit note characters in the invoice field. It is very time-consuming having to action these manually.
"Looking at the screenshot you provided, it seems that there was an "em dash" (a long dash that is not accepted by the system) as part of the invoice reference, which resulted in the error message "Please remove invalid character — from Invoice number field". Please use a short dash ("en dash") in such situations and the items should be published successfully."
1 vote -
Amend Client Settings in Bulk/Pre-set Client Accounts
We want to be able to change all of our clients settings in bulk, for example, the "Show net amount" one. We also need to be able to pre-set this to be ON as default for new clients.
2 votes -
Restrict colleague users from publishing within the client accounts
Have the option to restrict a colleague user from publishing items to the accounting software when they view the items within a client account. They should only be able to edit them without the option to publish.
2 votes -
1 vote
-
Improve searching capability when typing a code in Product/Code search box
I wanted to find out why dext no longer brings up the correct product when i put the code in the product/code box? I have to still search through the dropdown box to locate the one I need which defeats the purpose. It used to bring it up to the top of the dropdown box immediately. It has done so previously but the last couple of weeks it hasn't. I put in the exact code
1 vote -
Set up recurring costs like payroll due date, hst due date
Dext is a great way to keep on track of costs that have uploaded receipts. I was wondering if there is a way to set up other recurring costs like payroll due date, hst due date, etc. Like can I add something like that manually so that I can track everything all in one place.
1 vote -
Receive a notification when a user creates an Expense Report
Receive a notification when a user creates an Expense Report within the account.
2 votes -
debtor balance
Ability to change the date filters for Debtor Balance when creating a custom report/reports/ Currently, there are only two options - >3 months and > 12 months.
2 votes -
Auto-populate the Purchase Description as Description from Xero when selecting a Product/Service
Auto-populate the Purchase Description as Description from Xero when selecting a Product/Service
2 votes
- Don't see your idea?