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  1. Should be able to set a default customer for each user, or for each payment method. would help autofill that section for each cost item

    4 votes

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    1 comment  ·  Admin →
  2. It would be nice if you could/would integrate with Microsoft OneDrive, the same as you do with DropBox,

    7 votes

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  3. When creating multiple line items manually, you should be able to move line items you have created up or down by dragging them. Sometimes I want to arrange them in an order that makes more sense but cannot, without deleting and redoing the line items.

    3 votes

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  4. 4 votes

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  5. 6 votes

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    1 comment  ·  Admin →
  6. Set payment method as a customer rule.

    2 votes

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    1 comment  ·  Admin →
  7. Expense reports for archived documents, as some times we need to have a summary of the invoices which were already published.

    4 votes

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    1 comment  ·  Admin →
  8. Add "Managed by" column on Client View screen

    2 votes

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

    12 votes

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  10. 33 votes

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  11. It would be great to have a CIS function so that when the invoice goes into the accounting software the deduction is already made and doesn't have to be entered manually.

    3 votes

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    Under Review  ·  1 comment  ·  Admin →
  12. be able to bulk edit sales invoices to select a category and not only the product/Service

    4 votes

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

    1 vote

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  14. 4 votes

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

    2 votes

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    1 comment  ·  Admin →
  16. 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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  17. Have the ability to reconcile charges to receipts in Dext

    5 votes

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  18. 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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  19. 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.

  20. Have Dext Prepare detect duplicate Sales Items

    16 votes

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