1705 results found
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Add invoice number to criteria when Matching items using Paperwork Match
Dext is picking only one transaction in Xero to match all invoice with the same, date, amount, supplier name but has different invoice #.
Add invoice number to criteria when Matching items using Paperwork Match
2 votes -
Adjusting Document Reference field behaviour
For a bill in Quickbooks we have a field called Ref No. I thought that it might populate it with the document reference value.
I understand that this only works if an invoice number is picked up automatically.
In the case of a receipt - with no clear document number, the entry for document reference is empty.
Therefore we are manually entering a reference number. In the case where we have used a manually entry for the document reference number, and approve to send to quickbooks, the Ref No. field remains unpopulated.The current behaviour was described by tech support…
2 votes -
Be able to uplaod the same file as Cost and Sale at the same time.
I have invoices from Deliveroo, Just eat etc that there on the same inv is sales amount and commission amount. If I upload this inv in Dext as commission expense, I can not upload again in sales as sales income
2 votes -
4 votes
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18 votes
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Automatically fetch and extract bank statements
automatically fetch and extract bank statements. At the moment this feature is only available for australia where the statements are fetched and will appear under the bank tab but the client still needs to manually press a button to send them for extraction.
22 votes -
2 votes
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Make fields mandatory before publishing
Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing
172 votes -
Add Credit Card number to Match Found - Bank Match
In the Costs > Inbox, when a match is found, a screen pops up to give details. The details are also included when you open the receipt. The issue is, it doesn't tell you which credit card it is. If you have a client with 10 credit cards, and the match says 'TD BUSINESS TRAVEL VISA' how does this help me? The data is probably being pulled from the bank, but there should be a way to add 4 digits to it somewhere, or at least the cardholder name.
Also, in the Bank > Transactions screen, where you would submit…
5 votes -
Show which items have been marked as billable on CSV downlaods
Show which items have been marked as re-billable when exported on a CSV.
2 votes -
Flag individual line items within an invoice / upload
Flagging individual line items within an invoice, when creating multiple line items (for ease of reference when there are queries relating to specific parts of an invoice or group of receipts).
2 votes -
2 votes
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Turn "OFF" the "Today", "This Week", "Last Week", "This Month", etc. sections when sorting items in the Mobile App based on Transaction Date
When sorting items by Transaction Date in the Mobile App, we want to be able to see a full list of the items sorted date-by-date. Currently, when you sort by Transaction Date, it displays the items in descending date order, but this resets for each section, i.e - "This Week" sorts the items by transaction date for this particular week's Dates, "Last Week" will do the same for items dating back to the previous week, etc. which causes the List of items to reset on each section, making it hard to track accordingly.
1 vote -
Auto-archive without publishing (supplier rule)
Idea : Auto-archive (without publishing) at supplier level
Why : For many suppliers, we have bank rules in Xero or QBO to have bank transactions automatically recorded without a receipt (monthly subscriptions are a good example of these). Although we do want to keep the receipts in the Archive in case of future audit, we don't want to publish and match all receipts if not required. What we currently do is, for these suppliers, we 'select all' and manually 'archive' all selected items.
If we could simply 'auto-archive without publishing' certain suppliers, that would be game changer for our 40+…
24 votesWe are reviewing this functionality to add. Thanks for the feedback
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Mulitple Projects for Customers
Need the abaility to assign multiple 'Projects' to a 'Customer', currently can only assign a single project to each customer.
4 votes -
2 votes
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Set currency rule for expense reports
Set default currency for a user's expense reports
11 votes -
Use Advanced Search for clients under 'My clients' view
'Search doesn’t work on the client (practice) code on “Active clients” tab even when included on the client'
2 votes -
Enhanced Reporting
I think it would be nice if you will have an Enhanced reporting for advisory level. Key Metrics and financial statement
1 vote -
Have the option to track the login history of users
Have the option to track the login history of users in the account
2 votes
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