1525 results found
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Smart balance for split line rules
Under smart split rules, permit one or more line items to be fixed, with the remaining balance (whatever it may be - variable) is allocated to one or more additional line items for different categories (one or more).
Rationale: Some line items may be recurring for the same amount, while some line items may be variable amounts, and there may even be some line items that only periodically appear.
It would be nice to have the option of allocating the remainder (whatever it may be) to one or more line items where the amount typically varies.
1 vote -
Description field for unmatched transactions
On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
ie...Recurring charge, job number to apply to, personal. etc.1 vote -
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers are on where they should be.
2 votes -
Revert to the last viewed Bank Transaction when you open the Trasnactios section.
When you drill down into a transaction and then close out of it, it takes you back to the start of the list. It would be good if it reverted back to the place on the list where you were when you drilled into a transaction.
1 vote -
Due date and Statement date fields
When uploading statements, currently there is no option to have the statement date and the due date populate. These two dates can and mostly are different and if there was an option to be able to have both of those fields available, this would make it easier for accounts accrual, as well as being able to track future payments. Thank you.
2 votes -
1 vote
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14 votes
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Download CSV and images (ZIP) at once with the option to arhive after download.
Hello, I really need an option to download CSV and pictures (zip) at once with the option to arhive after I download.
4 votes -
Remove Multiple Flow Lists
The ability to delete multiple flow lists at a time rather than one by one.
7 votes -
Xero - Sales Invoices - Reference field
When a sales invoice is published to Xero, the item ID appears under the Reference field in Xero. Some customers don't want the item ID to be transferred to the Reference field in Xero as they would like to use that field for something else.
20 votes -
Remove 'Congrats you have done 1 out of 3 ABN checks'
I'm finding the blue alert on the ABN advertising Precision really annoying. It makes it difficult to find & select categories.
2 votes -
"Mark as rebillable" as a Product and Services rule
Make Product and Services rebillable by default
3 votes -
Publish items to QBO as an expense rather than a bill or check
In QBO you can enter items as a bill, a check, a credit card transaction, and also as an expenditure. It would be wonderful if I could publish items to QBO as an expenditure from Dext for items that were paid with an EFT. Currently, if a client uploads a bill paid by EFT to Dext, I have to then manually enter it in QBO as an expense.
3 votes -
Bank Satement Match
The ability to match items in Dext to bank statement transactions
11 votes -
Extract Item Descriptions with QTY & Price
Auto pull the invoices item description like the other fields. Example Item, QTY, Color, Price.
6 votes -
Tagging option in Dext Prepare similar to Dext Precision
Is there a way to tag clients in Dext Prepare - similarly to how you can in Precision? What I’m hoping for is to be able to tag or filter clients for who we do the bookkeeping for vs who do their own bookkeeping
5 votesHi everyone,
Thank you for voting.
This is on our roadmap, and we will notify you once we have an update.
Best regards,
The Dext Product Team
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Extract and Create new customers
Extract customers from items when they are not added to the account. Like Suppliers for Costs, it would be good that if an invoice is submitted for a new customer, Dext extracts it and adds it to the customer list without having to create the customer prior to the submission
10 votes -
Line Item extraction to product
Hello! We would really like to see line item extraction connect to Product/Services in QBO or items in QBD
8 votes -
Estimated timeframe for completing tasks on a flow
Option to set an estimated timeframe for how long each task on a workflow should take.
1 vote -
Integration: Coinbase Commerce
Coinbase Commerce enables merchants and businesses across the globe to accept payments from anywhere in the world in the supported cryptocurrency of their choice.
1 vote
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