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1525 results found

  1. Match delivery note to invoice.

    5 votes

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    1 comment  ·  Admin →
  2. 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.

    7 votes

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  3. Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.

    1 vote

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  4. In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?

    4 votes

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  5. Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.

    3 votes

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  6. Be able to upload files in EMZ file type.

    3 votes

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    1 comment  ·  Admin →
  7. We would like to see see when you look at your vendor/supplier invoices, that you would have the option to charge multiple customers/jobs and breakout an invoice.

    2 votes

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  8. It would be very helpful to be able to invite more than one accountant/bookkeeper user as they are not always the same firm/person, but may still need access with the client's business showing on their client list so staff members can access documents.

    5 votes

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    1 comment  ·  Admin →
  9. Often 1 Supplier ends up with multiple Supplier Names. A new Supplier name is created because Dext read the bill differently or read the company logo not the name full name in the address on a bill. For example, Dext / Dext Canada or Independent Grocer / YIG / Steven's Independent. I would really like to be able to set 1 Supplier and tell Dext if it sees the other variations to select the Supplier that already exists in QBO. This would save time trying to figure out which name Dext created and published to and merging the mutiple names…

    6 votes

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  10. Some of our vendors allow a percentage discount on the "Subtotal" Amount of our A/P Invoices/Bills. We would like to be able to create a "Negative" Discount Smart Split to Calculate on the "Subtotal Amount" and be a Negative Number.

    2 votes

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  11. When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data

    1 vote

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  12. Ability to set up due dates for line items

    1 vote

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  13. Restrict the list of Payment (in the payment drop downs) to what I use - not every random payment method extracted off any payment made by anyone in the company!

    4 votes

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  14. Automatic split email in option. Just have the email in option to be auto split to stop 2 emails being required. Also, make it clearer what single/multiple means for email-in as many of my clients are confused as there is no detail.

    8 votes

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  15. This would greatly improve functionality if you could, as this client uses the rebilling function to capture all expense prior to billing the client.

    2 votes

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  16. 13 votes

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  17. It would be great if Xero could be added as a File Storage connection option, for documents such as delivery confirmations, that should be filed with the invoice in Xero but not processed as an invoice from Dext

    2 votes

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  18. PAYG control account to have option to update when BAS is lodged. BAs agents often take advantage of the extended lodgment deadline and this flags as an issue when reviewing this control account at the end of the quarter

    3 votes

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  19. Be able to select how files are named for backup. Ex. right now its supplier/customer-itemID#.filetype
    I would like to select a default for what info is included in the file name. My suggestion is to include the option to select name file: document reference #, invoice date, and the supplier name + item ID (as mandatory) Ex. supplier/customer-DOCUMENTREFERENCE#-itemID#.filetype

    6 votes

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  20. create an email address for submitting auto split documents

    5 votes

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