1634 results found
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9 votes
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Make fields mandatory before publishing an Expense Report
Make fields mandatory before publishing an Expense Report
9 votes -
Include bank balance in the bank transaction feed
Include bank balance in the bank transaction feed
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 -
Set User filter for my profile and save it
Save user filter so when I open Dext I only see my documents.
9 votes -
Assign the 'Publish to' field automatically based to Credit note if the 'Type' field is 'Credit Note'
If the 'Type' is Credit note to automatically assign the 'Publish to' field to 'Credit note' too.
9 votes -
9 votes
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Bank Statement Extraction with CSV file
The ability to upload Bank Statements for extraction in a CSV file
9 votes -
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 -
Bulk Suspend Clients/Users
The ability to Mass/Bulk Suspend Clients/Uses.
9 votes -
Automatically send reminders for outstanding paperwork
Automatically send weekly reminders to employees for outstanding paperwork instead of doing that manually
9 votes -
Bulk CSV export Expense Reports showing the Category of each item
The ability to export multiple Expense Reports in CSV format at once and the Category assigned to each item to be visible in the export
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 -
Drag and drop items to attach to existing once in the account
Option to drag and drop items to add to existing once. For example open the item in question you wish to add another document to and drag and drop. Client created a video of what they would expect to happen which will save the process of uploading, waiting for extraction, then manually merge. - Link to the video: https://www.youtube.com/watch?v=OtSIzSn7Alk
9 votes -
Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Ex
Be able to add a page (image) to an extraction already in Dext before publication or be able to combine two submitted documents into one. Example, an invoice and its proof of payment
9 votes -
Line by line items for costs invoices
If Dext could pick out line by line items that would be really helpful!
9 votes -
Option to turn On/OFF the category and sub category relation in Dext and QBO
Seems that when user are apllying a Category in the Mobile app, the full name of the Category and subcategory does not show and they are not able to make difference in the subcategories. A toggle for an option to turn on and off the relation will be helpful in this case
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 -
Search through the new Inbox/Archive view
Previously, when we searched for items in the Inbox and simply clicked on Archive, the same search results appeared, which helped us to easily locate items within both sections.
However, with the new view, when searching through the new Inbox/Archive view the filtered items appear in a tab 'Search Results' which, however, doesn't indicate whether the item is in the Inbox (not published) or in the Archive (published). If we switch to another sub-section under Inbox (as Archive is now a sub-section of Inbox) the search results are cancelled, thus we need to enter them separately in each section which…
9 votes
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