1536 results found
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AMAX - Rename "Projects" and "Projects 2" to "Classes" and "Locations"
Classes in QuickBooks Online are called 'Projects' in Dext with the Approval Max to QBO integration. It should be 'Class', why give it a different name?
3 votes -
Different locations for one invoice
Ability to assign two or more locations to a single invoice in Dext Prepare and publish it to QBO.
3 votes -
Replies to comments
It would be really useful when a comment is added to a flow, if a reply could be added directly to that comment.
4 votes -
Merge Customers
Currently, there is a tool to merge suppliers in Dext Prepare. It would be good if the same tool is created for customers as well.
7 votes -
Extract Sales Credit notes with the relevant document type
recognise sales credit notes when uploaded - if a client submits a credit note, it is currently processed as a Sales invoice, instead of Sales Credit note
5 votes -
Show the exact date an item was submitted in the item history of recent items
Show the exact date an item was submitted in the item history of recent items instead of "last Monday"
5 votes -
flag missing bank statement pages instead of rejecting the whole file
Flag where there are missing bank statement pages (don't extract that statement only) instead of rejecting the whole file
8 votes -
Separate the Costs/Sales tax rates in the drop-down menu
It would be good if you only showed the vat rates for purchase on the costs tab and only vat rated for sales on the sales tab. This would make it easier when processing instead of accidentally clicking the correct one and preventing it going through to xero.
2 votes -
Default Customer for Sales Invoices
Ability to set a general Sales Invoice rule, so that every invoice has the same "Customer" automatically selected.
2 votes -
Download Item History and Audit Trail logs as a report
Download and Extract Item History and Audit Trail logs as a report
9 votes -
Secondary tax field in line items for Canadian clients with QBO
Add a field for secondary tax rate in line items so we can split a tax with 'Extracted Amount' correctly. Otherwise right now QuickBooks calculates is automatically based on the tax rate percentage and the amounts are not correct.
3 votes -
Ability to have "Last 6 Months" in Repeating Flows
More options in Date Range Selector
0 votes -
Send/Tag users on a document (Improve Item Messaging)
The ability to communicate with any user on a document. Right now you can only send a message (that usually is missed) to the submitter. It would be nice to have the ability to tag other users using the “@“ function. As an accountant my staff could tag me with a question on it as well. Bill.com has this function when leaving a note.
16 votes -
4 votes
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Set rules for Expense Reports
Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination
3 votes -
File Storage option to specify location on drive for backups
File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.
4 votes -
Match multiple items to a single transaction (Bank Match)
Have the option match multiple items in the Inbox to a single transaction in the Bank Feed of the accounting software.
2 votes -
Improve system extraction ability for supplier names
Train the system to extract supplier names based on other data aside from the logo written on the invoice eg. if it comes from one particular email we can set it to know it is one particular supplier
11 votes -
PDF export of page
I would like te export everything on this page layout to PDF
3 votes -
Missing paperwork report - include bank account in report
Missing aperwork report - Add column to indiciate which bank account the transaction was in. Also, option to include column showing any comments as per Xero discuss tab.
2 votes
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