1501 results found
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Add details for new contacts
Similar to existing requests for bank details, when an invoice is received from a new supplier, we should be able to add supplier details to that record to then sync to the end accounts integration. For example, adding an invoice from a new supplier should not be able to be processed until certain fields such as bank account details are added.
9 votes -
Filter by Project in Approvals
Ability to filter by Projects in the Approvals view so when exporting documents you can do it per project
9 votes -
date swap on due date linked to date swap on invoice date
Now that you have an easy clickable date swap - why can't you ALSO have a quick click date swap on the due date??
9 votes -
Adding per diem costs to expense reports
When travelling, staff have per diem costs - these don't have receipts and are fixed costs per meal or day. They don't need to provide receipts for these. Would be great to be able to add these costs to an employee's expense report as currently we have to add them later in Xero and they are easily missed.
9 votes -
9 votes
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Secondary Tax extraction for unintegrated clients
Secondary tax extraction for unintegrated Dext Accounts.
This can be applied for Canadian users andBritish Columbia where PST applies.9 votes -
Make fields mandatory before publishing an Expense Report
Make fields mandatory before publishing an Expense Report
9 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 -
9 votes
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GST greater that PST or QST
Would need Dext be able to handle documents with greater GST than QST or PST. Currently, need to manual change in QBO
9 votes -
sorts category list by number or description and add search box
Categories list : Allow to sort by GL number or description. Add search box.
9 votes -
9 votes
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Publish the invoice number to the supplier reference field for Sage acounting
Publish the invoice number to the supplier reference field for Sage acounting
9 votes -
From an invoice seperate zero rated std rated and vat data
Breakdown total amount
Example
Zero vat 100
Std. Vat 200
Vat. 40
Total. 340
It helps for Vat purposes and simplify process into accounts software9 votes -
Publishing & Line Items
- please get rid of the processing status pop-ups that appear on the bottom left side of page. They're not required. Anything that isn't processed or has error processing will remain in the In Box. The scrolling pop-up is annoying and takes up screen space. I know it was moved to the bottom left side of the screen as an improvement, but it's just in the way. Get rid of it pretty please :)
2) re: Multiple line items. I use this feature all the time and set supplier defaults, then edit each entry. Is there a way to condense the…
9 votes -
Freeagent multiple currencies
The ability to publish multiple currencies to Freeagent, instead of having the currency converted to the base currency.
9 votes -
Autopublish per user
I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.
Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.
9 votes -
Option to add a note when dismissing paperwork request
When requesting paperwork to the mobile app in Dext for the unreconciled transactions, it would be a really useful tool to give the client the opportunity to add a note or a reason as to why they are dismissing the paperwork request for a specific transaction. I think it should be the option of "dismiss" and then "provide a reason" for this so we know why they have dismissed this and reconcile in Xero with that explanation as it gives us more confidence that the client has reviewed the transaction and can provide a reason as to why it has…
8 votes -
Duplicate review including original document history
On the duplicate review screen we can see the two invoices, but now that approvals are available in Dext, there is no way for the reviewer to see if the original was rejected and what the rejection reason was to ensure whatever criteria was fixed. If for instance, an invoice was rejected because it was missing information or a PO number, there is currently no flag on that review page to indicate that the original was rejected so when it is confirmed that it is the same invoice, the new submission is also now attached and automatically archived and never…
8 votes -
sales invoice category default
- Have a setting to default all sales invoices to a particular category.
- Also allow a setting to auto-populate all new customer names, as all new customer names are only suggested currently.
This would then allow us to autopublish all our sales invoices via dext directly to our accounts system without having to log into dext to carry out both of these tasks daily.
8 votes
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