1915 results found
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Show the "Quantity" field of the Line Items directly on the main page
Id like to see a 'Quantity' box on the front screen. Even if the data isnt read from the invoice it would be nice to have the ability to manually put it in.
I know its there is a spot if you click into he line items but it would be nice to have it on the main page for speed. ie for fuel litres especially as this then goes into a BAS.2 votes -
2 votes
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Option to update CRN
option to change CRN in the User details page
1 vote -
1 vote
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Add deeplink between Dext Prepare and Sage 50 for items. (similar to the "Open in Xero" link for Xero)
Add deeplink between Dext Prepare and Sage 50 for items. (similar to the "Open in Xero" link for Xero)
1 vote -
Download invoices from portal
When a customer sets up forwarding rules from an email or a website, sometimes the message sent contains a button that needs to be clicked so that the invoice is downloaded. The customer asked for functionality that downloads the invoice automatically and sends it to Dext Prepare instead of an interactive invoice which you need to click to view and download the invoice in question.
1 vote -
use different filed for image links in Sage 50
Currently we use the Ex. Ref field to populate the URL of Dext images to Sage 50.
Some users use this field for different purposes and would like to move the links to a different location2 votes -
Pull statements through old to new line items
Pull through bank statements old to new
1 vote -
ApprovalMax - Include the user who submitted the items in Dext when publishing to ApprovalMax
When we publish receipts to ApprovalMax, is there anyway we can add which user has sent them in?
1 vote -
Rebillable Global Markup per QBO
The "Mark as Rebillable" feature needs to apply the global markup % defined in QBO. Right now a transaction will publish to QBO as rebillable, but the global markup % defined in QBO doens't apply to the transation
38 votes -
Ability to Delete the Projects list in Bulk
Ability to Delete the Projects list in Bulk
1 vote -
1 vote
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Supplier Line Item Template
Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.
3 votes -
Receipt download name should have vendor name and amount
I would like an option in Dext to have receipts, when downloaded, automatically named something other than just a random number. Ideally it would be the vendor name and the amount. For example, "HomeDepot_123.45". Maybe adding the date would be helpful too. Hubdoc does this and it is much easier to find what we need whenever we need to download receipts. It will also be very helpful for our client who has billable expenses because then the attachments will be named and he'll be more easily able to verify that they are the correct receipts. Right now we are having…
3 votes -
Attachments and Email Correspondences to Invoices
I would like to attach an email correspondence or Purchase Order to an Invoice after it is uploaded on Dext. Would It be possible to implement a feature to do this similar to how we can add notes to an Invoice?
1 vote -
Bank Match - more accurate transaction and item matches
The ability for the software to show more accurate matches for the Bank Match feature so it doesn't show more than one transaction per match.
2 votes -
1 vote
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Supplier Drop Down Menu
With the drop down menu for the Supplier , any chance this could start from the letter of the alphabet that the Supplier has defaulted to i.e. we have 3 different restraunts so we have set up 1 for each resturaunt with the resturaunt name at the end . Currently you have to retype the supplier name to start the search . and we do this for several of our suppliers - Hope this makes sense :-)
1 vote -
Notification in inbox of message from client
Let me as the preparer be able to see when the in the inbox if a client has messaged me. As of now, I have to click into each document to see if there is a message.
7 votes -
Duplicate Transactions Export showing all transactions data and values
Duplicate Transactions - it would be great to be able to export this report that shows the all transaction values. I know you can do this for individual transactions via the grid, but I would like to be able to do if for all duplicate transactions collectively.
2 votes
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