1621 results found
-
Option to edit details of the pending invitation
option to edit details of the pending invitation
1 vote -
Clients with multiple companies
I have some clients with more than 1 company and they often upload a receipt to the wrong company. It would be very handy if a receipt could be moved to another company, the same way it can be moved to Sales/Costs
4 votes -
Advanced Search for Bank
The ability to use Advanced Search in the Bank Workspace to search for specific information, such as Source ID across all Bank accounts instead of each individual one.
1 vote -
Payment option for Sales in MYOB
Add Payment option under Sales for MYOB files?
4 votes -
Publish Expense report to QBD
Publish Expense report to Quickbooks desktop through the Web app
2 votes -
Ability to back up Expense Reports using the File Storage connection
Ability to back up Expense Reports using the File Storage connection
1 vote -
Assign default upload option using the mobile app.
Default upload option mobile app
1 vote -
Locking accounting period
I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.
3 votes -
Precision Clean Up in Xero
It would be nice to surface more Precision clean up information like draft fixed assets requiring attention, Total unreconciled bank lines, multi-coded contacts to review, duplicate contacts etc within Xero.
1 vote -
Taking action in side Precision, rather than moving out to Xero.
When working in duplicate contacts, within the cleanup section, having the option to merge contracts, without having to go into the software would be amazing!
Furthermore, it would be an ideal to link Precision with Prepare, so that the duplicate contacts were note re-created again, as a result of DEXT Prepare using an incorrect contact name, for example.
4 votes -
Include additional fields when Splitting items
It would be great if we could add additional fields to the new item when Splitting in Dext Prepare.
1 vote -
Auto publish IF additional criteria met such as value
Add conditions to Auto-publish
Rather that auto-publish all items we would like to be able to add conditions to a few items. For example for our sole trader clients where there are 2 meals then we go back and ask about client entertainment, or disallow half. Its quite common in our sector to pay for client food. If one coffee/sandwich we allow it.
We don't auto-publish any food at the minute to check for more than 1 meal. It would be great if we could add filters such as auto-publish for Costa coffee IF < £5.
Autopublish McDonald's IF <…1 vote -
Match delivery note to invoice
Match delivery note to invoice.
5 votes -
3 votes
-
Terms
If you could have the payment terms pair with what is set up in QBO with suppliers this would be awesome instead of net 30 or due on receipt.
5 votes -
1 vote
-
Couple of bug fixes
A couple of things i notice. Thanks for the beta access.
- We don't have access to our own business, only our clients from drag and drop.
- When on a .com.au website with 2 parts to the domain extension it gives options "drag and drop on all websites" "drag and drop on .com.au" which i'm assuming should be the full domain name.
Looks good though. quite impressive
1 vote -
1 vote
-
Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.
Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.
1 vote -
Include "Description" as a field in Bulk Edit options for Line Items.
In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?
4 votes
- Don't see your idea?