1835 results found
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be able to add/extract payment type/method for sales items
be able to add/extract payment type/method for sales items
2 votes -
1 vote
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Ability to view other team member documents
It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people
7 votes -
Report on other metrics over time
I want to be able to report on other data such as Debtors days over time (e.g. monthly). Even in a customised report or have the ability to create my own formulas within this report
2 votes -
Merge Contact from within Precision
Where duplicate contacts have been identified, users have requested the ability to merge these from within Precision (xBert currently do this)
4 votes -
The ability to add Payroll checks to Flows
Add Xero payroll checks into flows to incorporate these checks in the recurring processes
2 votes -
email notifications
As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)
6 votes -
1 vote
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Integrate one Sage Accounting file to multiple Dext Prepare accounts
Integrate one Sage Accounting file to multiple Dext Prepare accounts
1 vote -
Curated User Profiles: Admin, Accountant, Supervisor, Basic User
Having different profiles for different users will help streamline the functionalities open to each user, this would ensure message would be catered whether it is end user or Subscription owner.
Have issues where payment failures are submitted to all Admins, however for this particular Partner, main issue is one of our clients have is that they need some users to have supplier rule management. While ideally we want all our customers to pay on time, however, this is flagged that there could be more curated profiles and a need for something like that within an organization.
Another example is that…
3 votes -
Date quick selection
Date selection. When selecting a date for a few years back, say 3 years back, need to click 36 times and on top of it, calendar size changes from month to month. Could you display year at bottom thet we could scroll and select?
3 votes -
Projects Mobile app
Enable or disable options in the settings to choose a project that as being configured in the bookkeeping software from the app right after the picture as being taken. So it's easier to follow what for the purchase as being made for.
1 vote -
2 votes
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Add a Filter for Rebillable
Add a Filter for Rebillable ... client who bill their customers back often need to provide the receipts to substantiate!
2 votes -
Ability to sync Suppliers between Dext and Xero without a record in Xero
Ability to sync Supplier names between Dext and Xero without the need for a record next to the relevant supplier in Xero.
1 vote -
Ability to export images/PDF files with an item ID
Ability to export images/PDF files with an item ID
3 votes -
1 vote
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"Remember Supplier Rules" Pop Up
You must eliminate the software automatically asking you "Would you like to set some of the details that you've entered in this item as a rule for. Set Supplier Rules Maybe later" every time an entry is made. In my business, I have a different description every time for my vendors. It is how my job costs. This message pops up every time and requires me to push publish twice on every entry. It is the most frustrating thing and wastes my time when I have hundreds of entries. The software didn't always do this and now that the problem…
2 votes -
Resubmit for extraction for line items
when i change the supplier rules to extract line item, there should be an option to rescan the existing invoice and perform line extraction. now i have to delete the invoice and reupload once more
3 votes -
restrict Admin users to see only certain users
restrict Admin users to see only certain users, not have access to all via the My Team menu
5 votes
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