1621 results found
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Add Dextension to Safari Browser
Please add the Dextension to the Safari Browser for Mac users.
1 vote -
Manually Added Accounts via CSV
Upload transactions to Transactions section via csv. Add a tab to the Bank Accounts section to Manually Upload CSV instead of Bank Statement Extraction. Useful for multiple card holders on single card statement or to remove personal transaction from statements.
1 vote -
Transactions Tabs and Archiving
In the Transactions section, have tabs for All, Unmatched, Matched, Requested, Archived.
Ability to archive any transactions so it is removed from other lists.
1 vote -
Show PO on Zapier
SHOW PO ON ZAPIER
1 vote -
autosplit email in option submission method
autosplit email in option submission method
6 votes -
More fields
More options when Drag and Drop or Download etc, such as class, category, customer like mobile app
1 vote -
Make number format with thousands delimiter
Hi!
Just a small suggestion. When I see the invoice or To Review, the amounts are shown with thousands separator and it is very convenient. But on an individual page there is no separation of the thousands. And in our case, being in Indonesia, where we always deal with thousands and millions, it is very inconvenient!
Thanks for making this simple improvement!
Regards
Jim1 vote -
Read and understand description from same suppliers
Use AI to read the description of a receipt. For example we may get our IT services each month from our providers but if we buy a new computer Dext should pick this up and post to fixed assets.
4 votes -
Request paperwork for QBO credit card accounts
When I request paperwork for unreconciled transactions in QBO, the credit card accounts are not included. Most of my clients are bad at submitting credit card receipts so it would be nice to request these as well
1 vote -
Dextension - Previously coded transactions
Previously coded transactions -- it'd be awesome to either show it with the newest on top, or sortable!
2 votes -
Email Notification when subscription owner changes but Accountants are not removed
Please can accountants get notifications when a client takes over their subscription/billing. As we only get notifications if the client takes over the subscription and removes us as their accountants. This will help to know exactly when billing has been taken over. Thank you
1 vote -
Expense Publishing to Sage 50 from web browser (for Mac users)
Allow the publishing of expenses from web browser to Sage 50. This will allow Mac users to publish, rather than rely on windows PC access.
2 votes -
email trail also going through to accounting software as attachment
email trail also going through to accounting software as attachment
21 votes -
Paperwork request for all bank accounts
Paperwork request for all bank accounts in one go. Group transactions by account when sending to client
1 vote -
PO matching to Approval Max
Allow PO matching to flow through into Approval Max
1 vote -
Purchase order creation
Can we add and feature to create a Purchase order In dext which can be inegrated to Xero as well as approvalMax for proper Audit trail.
2 votes -
Insights dashboard - having a widget for accounts filing and confirmation statement filing
Insights dashboard - having a widget for accounts filing and confirmation statement filing
1 vote -
Batch tracking for bulk invoice uploads
Would be great to be able to pre select tracking category when uploading a batch of invoices (e.g. where all invoices for one tracking category are contained within one PDF).
2 votes -
Duplicates - exclusions
Under the duplicates in cleanup it would be great to be able to exclude particular suppliers. We have various examples where a client uses Unleashed for their stock control, and Unleashed posts multiple similar bills with "Stock Journal" as the supplier, which is the release of COGS on multiple small sales. This causes hundreds of potential duplicates in Precision, and could limit the ability to see genuine duplicate transactions.
1 vote -
Workflow Max by Bluerock (WFM 2) integration
Integrate with workflow max 2 by bluerock.. thats a great idea :)
13 votes
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