1536 results found
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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 -
Renaming documents title when downloaded based on contents of the document
The ability to rename document based on the contents of bills. Fo example, once a a bill has been published, this will be renamed based on contact name, date and amount (ex. Adobe010120255000). This feature helps us easily identify the document once we download, instead of naming this as I guess the document reference number in Dext.
8 votes -
Approval Workflow Conditions
for approval workflow, if you can add between certain amount and under certain amount as new conditions, that would be great! Thank you
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 -
Allow Over typing the Tax/VAT Amount
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 -
Attach supporting invoice to Expense Report
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 -
Email-in clarity and auto-split option
Automatic split email in option. Just have the email in option to be auto split to stop 2 emails being required. Also, make it clearer what single/multiple means for email-in as many of my clients are confused as there is no detail.
8 votes -
Split payment
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 -
Include a link to the already existing item
For error message saying the document was rejected because it already exists in the account - if in the error message it can include a link to the previously uploaded document.
8 votes -
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYY_Vendor_Amount
Ability to export images/PDF files with a specific file name format for example - MM-DD-YYYYVendorAmount
8 votes -
Totals when selecting invoices from supplier
Hi It would be REALLY handy when your in DEXT and your about to pay a supplier ... I check all uinvoices and then go to list view ... A RUNNING TOTAL would be so handy so I can select the invoices see a total pay then screen shot and send as remittance then archive .. At moment I have to select ----> .. export---> save CSV----> total up CSV---> screen shot----> pay vai bacs----- Go back to dext then it looses the list ----> publish-----Upload Remitance screen shot----> email supplier its a chew on !!! Many thanks Leo
8 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 -
When uploading pdfs purchase invoices, be able to select the order in which they process.
When uploading pdfs purchase invoices, be able to select the order in which they process.
8 votes -
negative smart split lines
Ability to add negative smart split lines - both for percentages and fixed amounts - this would be very helpful if you need to set rules for discounts.
8 votes -
Mobile App - Paperwork Request Feature Upgrade!
Mobile App - Paperwork Request Feature Upgrade!
Currently, when requesting outstanding paperwork from clients, the client receives a notification on their phone. They then have to navigate to the bell in the top right hand corner, then toggle between a couple of pages to eventually find the list of requests.
It would be great if the client clicks on the request notification on their phone and it takes them directly to the list.
8 votes -
Quantity box next to products / services
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
8 votes -
recognise different VAT rates on invoice
Most of our clients are in hospitality - and the majority of their invoices contain both zero and standard rated VAT items. Auto Entry, your main competitor has done a great job of this. it's preventing us moving our most important clients to Dext!
8 votes
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