1584 results found
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Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.
Have the option to add other Email Recipients for Email Notifications aside from the User linked to the email-in address.
6 votes -
Permanent removal of item in the submission history
Permanent removal of item in the submission history
5 votes -
CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
4 votes -
Submission date to be added to Cost table
Could you please add submission date as one of the fields/columns for Costs and Expense reports? And possibility to filter by this date as well
5 votes -
Country info field for Suppliers and Customers
Could you please add field for Country of incorporation for Suppliers and Customers? ANd add it as table setting to Inbox and Expense reports too? The country of supplier/customer is vital for taxation purposes
2 votes -
Minor line adjustments
Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.
6 votes -
Add "Managed By" column to main Client View window options
Add "Managed by" column on Client View screen
2 votes -
Add a document to an existing cost/sales file
An option to add an additional document to an existing cost/sales file without having to submit it and merge it.
22 votes -
14 votes
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Add division from Surf Accounts
I would like to pull division from Surf Accounts
7 votes -
Fully restrict users' access to the practice account
Staff doesn't need to have access to the Practice. The ability for staff to not have access to the Practice File and only be able to see the client files they have been given access to.
6 votes -
Unarchiving notifications on items in the inbox
There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.
A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.
Please please please help prevent this drama for anyone else.
4 votes -
Category field reminder to the user that uploaded it
Reminder to the user that uploaded the item to select a category
3 votes -
Workflow Max: Mark PO as received and match supplier
Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?
4 votes -
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"
6 votes
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