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1609 results found

  1. Categories list : Allow to sort by GL number or description. Add search box.

    9 votes

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  2. Add a quantity box for the products / services box on the items details page - otherwise it's manual for partner to then add line items to determine the quantity of the product of the invoices

    9 votes

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  3. 9 votes

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    1 comment  ·  Admin →
  4. Hello! We would really like to see line item extraction connect to Product/Services in QBO or items in QBD

    9 votes

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  5. Breakdown total amount
    Example
    Zero vat 100
    Std. Vat 200
    Vat. 40
    Total. 340
    It helps for Vat purposes and simplify process into accounts software

    9 votes

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  6. Display the categories as most recently used first.

    9 votes

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    1. 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

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    1 comment  ·  Admin →
  7. 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

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  8. Search function in Archive be improved to show results with the partial characters of the data being searched. For example, I was searching "13295" but there was no results because the exact reference number was "00013295"

    8 votes

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  9. Enable client messaging for bank transactions.
    When an unidentifiable bank transaction appears on the bank feeds (such as a cheque payment) then it would be brilliant to be able to message the client via their app to ask what it was for, in the same way you can do for invoices.

    8 votes

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    1 comment  ·  Admin →
    1. Have a setting to default all sales invoices to a particular category.
    2. 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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  10. 8 votes

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  11. We would like to be able to add PO numbers before publishing. Businesses use this system even if the invoice does not have a PO - clients will add one by hand.

    8 votes

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    1 comment  ·  Admin →
  12. Please can you program the Tax Amount so that it can be over typed when using tax amounts - sometimes the tax amount is not 20%, for example, and to save having to use separate line items with different tax codes, it would be simpler to over type the tax amount. Some software like sage does allow the tax amount to be different to the calculated rate.

    Using the Extracted Value is not always an option to over type the VAT because often the ivoice wont publish when the Extract Amount tax code.

    many thanks

    8 votes

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  13. Purchase Ordering system that syncs with Xero with customisable user access for staff to draft PO's for management approval.

    8 votes

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  14. Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.

    There can be two layers of review for duplicates if…

    8 votes

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  15. I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.

    8 votes

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    1 comment  ·  Admin →
  16. To allow more than 11 Characters on the document reference number or invoice number field for QuickBooks Desktop Integrated Accounts. Currently, there's a limit of 11 characters (QuickBooks Desktop allows a max of 11 characters).

    8 votes

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  17. Allow invoices to be paid using more than one account. Eg. if an invoice was paid part by bank and part by cash. It would be useful as I can't upload the same invoice twice and split the payment!

    8 votes

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    1 comment  ·  Admin →
  18. I am wondering if Dext can issue purchase order

    8 votes

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