1921 results found
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Import CSV to automatically populate fields
To be able to merge a csv file to an existing item to automatically populate fields that need to be updated such as the description field, the project field, etc that are different everytime and cannot be supported by supplier rules.
1 vote -
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.
6 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
3 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"
3 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 -
Archiving option for paperwork match via System settings
Archiving option for paperwork match via System settings
3 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 -
1 vote
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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 -
Assign Class when submitting via email.
Assign Class when submitting via email.
3 votes -
Show bank account details in the Collected Statements sections for Bank Fetched items
To show the bank account details in the Collected Statements sections for Bank Fetched items, without having to click into each statement and download to see the bank details.
1 vote -
1 vote
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Download Item History and Audit Trail logs as a report
Download and Extract Item History and Audit Trail logs as a report
6 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 -
1 vote
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1tap Client Access
We would like to be able to control team members' access to 1tap clients, the way with normal clients.
2 votes -
1 vote
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Ability to have "Last 6 Months" in Repeating Flows
More options in Date Range Selector
0 votes -
Bank Deposit Slip line items
For Bank Deposit Slips: Usually there are a few items when we make a bank deposit at one time, afterwards we will upload attach it to Dext, of which we have to do the line items and repeat filling out all the individual items with all details again. Those line items indeed have been uploaded and reported on Dext as each individual item. Could it be simplied that each line items could refer to the ID # as assigned on Dext instead of refilling to the line items individually again? Thanks
1 vote -
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.
13 votes
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