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  1. 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
    Jim

    1 vote

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  2. 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

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  3. 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

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  4. Previously coded transactions -- it'd be awesome to either show it with the newest on top, or sortable!

    2 votes

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    1 comment  ·  Admin →
  5. 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

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  6. 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

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    1 comment  ·  Admin →
  7. email trail also going through to accounting software as attachment

    22 votes

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  8. Paperwork request for all bank accounts in one go. Group transactions by account when sending to client

    1 vote

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  9. Allow PO matching to flow through into Approval Max

    1 vote

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  10. 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.

    3 votes

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  11. Insights dashboard - having a widget for accounts filing and confirmation statement filing

    1 vote

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  12. 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

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    1 comment  ·  Admin →
  13. 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

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  14. Integrate with workflow max 2 by bluerock.. thats a great idea :)

    13 votes

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  15. For uploading costs automatically from Dropbox - Rather than have Dext create folders in the Dropbox, it would be useful to be able to specify the path to the folder you want Dext to upload from.

    1 vote

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  16. I am currently working with a clients who has a large amount of invoices. One feature I think would be fantastic would be the ability for them to drag and drop emails into a folder in their gmail that automatically sends to dext. Unfortunately, auto forwarding isn't suitable as it forwards all of their discourse with their suppliers, fulfilment partners etc. Therefore, we end up with 1,000's of items in dext that are just email conversations.
    This would be super useful and very easy to explain to a client of any size.

    Thanks!

    3 votes

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  17. Please can you display calculated sum(Base Totals) on Active / Selected records?

    6 votes

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  18. I would send email notifications to users when they are assigned as the Document Owner in Dext Prepare. This would then bring to their attention they have something they need to action / review in Dext.

    1 vote

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    1 comment  ·  Admin →
  19. Hi Can something be set up to allow individual payment methods to be linked to a particular credit card using Xero integration.

    Multiple company credit cards have been set up as individual payment methods, however they can't be linked using dext (unless I'm not doing this properly).

    Whereas; I can set the payment method default for my own user (only person using dext) as any one of the credit cards but can't set them up as separate payment methods.

    eg: 3 wholesalers I use, one of them I use visa (lower fees) and the other I use the company amex…

    3 votes

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  20. 1 vote

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