1642 results found
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Feature: Matching PPFs to Sales Invoices
Option to match/group PPFs to relevant Sales invoices
4 votes -
Assign Class When Uploading
Add a Class drop down when you upload bills that it places the uploaded bill in the selected class.
4 votes -
Payments on Invoices
Adding payments from invoices in Dext to the accounting software. For example, an invoice paid part cash or with two payments against the invoice, we can see the receipt / payment in the bank but we have to push this through to the accounting software before being able to allocate.
3 votes -
Rules Engine
Would love the ability to have rules about what is deemed a problem in the books. Maybe this already exists. An example would be, we use an invoice to enter daily sales for all of our clients, with the customers payments offsetting the invoice amount to create a $0 invoice for each day’s sales. This gets picked up as a problem for some reason by Dext Precision, and you’d have to go in and dismiss each warning to keep that from artificially reducing the health score. I’d love to be able to say, ignore any transactions with “daily sales” as…
3 votes -
Option to choose account connects through Fetch
Update to Fetch : I have several accounts from different companies attached to my sign in. I would like to choose which accounts I want fetched into my dext. Currently I have to contact my supplier and move my accounts to make fetch work with Dext - not what I really want.
7 votes -
Have the option to reset the Partner Demo Account
Have the option to reset the Partner Demo Account located under the Resources tab
2 votes -
Adding Notes to Bills - Xero integration
I want to be able to add Notes to Xero bills when I process them through Dext. Note, this is different from the bill description. This is a helpful feature to resolve my company's issue of dealing with a lot of suppliers that prefer BPAY as payment method. We want to use Parakeet in processing those bills, but the problem is, BPAY reference had to be put as Notes on the bill in Xero and I am hoping I can do that in Dext when I finalize the bill before pushing it to Xero.
2 votes -
Meals and Entertainment Tax Code, Changing Tax Codes Within 'Extracted Tax'
We use a M&E 5% tax code in QBO that assigns 50% of the tax to an ITC and the other 50% to an expense account. We have to use the 'Extracted Amount' tax in Dext as there is always a tip on these expenses which has no GST. When using the 'Extracted Amount' it would be much easier if within that we could then assign the two tax options 'GST/HST/TPS' and 'PST/QST/TVQ' to whatever tax codes we want. At the moment I can only do this by adding line items which is very cumbersome.
15 votes -
adding multiple projects to a single receipt with multiple line items
Adding multiple projects to a single receipt with several line items
4 votes -
Demo Client to show functionality to potential client users
Access to a "Demo client" to show new users different functionality of Dext when everything on their own personal account(s) are not yet setup.
2 votes -
Apply mark up taxes to documents when publishing to WorkflowMax
Apply mark up taxes to documents when publishing to WorkflowMax
2 votes -
Publish Bank Match autofilled items to Bank Accounts instead of defaulting to Purchases
When using Bank Match with Xero, upon autofilling the information the “Publish to” destination will always default to Purchases. Can we also publish Bank Match autofilled items to Bank Accounts?
2 votes -
9 votes
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Assign multi users (basic users) to one supplier invoice
Assign Multi-Users to Same Supplier Invoice
This will allow us to have multi basic users to view same vendor invoice as one vendor invoice might have items for different projects and clients.
Thank you.3 votes -
Have Dext Prepare detect duplicate Sales Items
Have Dext Prepare detect duplicate Sales Items
13 votes -
Assign the 'Publish to' field automatically based to Credit note if the 'Type' field is 'Credit Note'
If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.
9 votes -
Publish with analysis code to Sage
Possibility to publish a supplier invoice with analysis code to Sage
3 votes -
Adding the ABN number for a Supplier as a Supplier Rule
Adding the ABN number for a Supplier as a Supplier Rule
6 votes -
Sort Expense Report by Date
Add ability to sort expense report by date when printed. Currently it defaults to ITEM ID for sorting
4 votes -
Sales Receipt and Sales Credit Note support for Surf
Sales Receipt and Sales Credit Note support for Surf
2 votes
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