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1621 results found

  1. Creation of Annual Expense Report

    1 vote

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    1 comment  ·  Admin →
  2. Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and if it's paid or not.

    2 votes

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  3. Sales line default for all customers rather than creating sales line template for each customer. Majority of customers for some clients are different, however the format of the sales invoice is the same. This would be a big time saving feature that I believe would benefit a lot of bookkeepers and businesses.

    2 votes

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  4. limit the ability of users to be able to add a category, some users should not be able to code their items

    3 votes

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  5. 1 vote

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  6. Supplier tags automatically as USD or CAD

    1 vote

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  7. 2 votes

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  8. Hi - there are a lot of form fields that we don’t use. It would be great if we could customise which form fields were shown as default. That would make things a little quicker and we’d make fewer mistakes, as we’d only display the required fields.

    3 votes

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  9. Can we please add a function where we can tag a project and description when uploading from the web app similar to how you do this via mobile app. It would eliminate the need for us to go back in and add this information once the receipt has moved from "In Processing" to "inbox"

    1 vote

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  10. 27 votes

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  11. Integrate with Xero and Clio so that when we enter an expense or payment and categorize it to a matter (Customer), Dext pushes the payment or expenditure to the corresponding Clio matter (Customer)? The Clio platform provides law office management.

    1 vote

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  12. maybe a feature which simply lets you split pages but choose which pages to split would be great

    2 votes

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  13. 1 vote

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    1 comment  ·  Admin →
  14. Export Archive data on a PER USER basis. I want to know who archived what items without having to go into each separate item

    2 votes

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  15. We would like to be able to remove multiple items from an Expense Report at once, instead of having to remove each one individually.

    1 vote

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  16. To allow more than 11 Characters on the document reference number or invoice number field for QuickBooks Desktop Integrated Accounts. Currently, there's a limit of 11 characters (QuickBooks Desktop allows a max of 11 characters).

    4 votes

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    1 comment  ·  Admin →
  17. Connecting your bank card to your system -

    Receive an automatic notification and require mandatory entry when money is withdrawn from any bank card.

    2 votes

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  18. Can you add a file manager so we staff can submit documents through the app and we can store them as a file manager, apart from sales invoice bills and receipts.

    1 vote

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  19. Only show nominals that are for the costs or sales, if i am putting a sale on then i shouldnt be able to see nominal codes that only apply to suppliers. You get an error saying you post it but you should be able to select in the first place.

    1 vote

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  20. Hi. I urgently need this implemented as it i an almost weekly occurance now. It is costing me time..lots of time!!

    I would like for the invoices to be checked for doubles AFTER you change the supplier. I have alot of extraction errors on the supplier and have paid multiple invoices twice as it only checks for duplicate invoices on the initial supplier. it seems like something that should be included already, but apparently not. Can you also give us the ability to delete suppliers. (again due to incorrect extractions. even if they are archived in XERO i can not…

    4 votes

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