1836 results found
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Audit trail / history on Paperwork requests sent through Dextension
Require the ability to see the details on when paperwork requests have been sent, to who and from, etc
6 votes -
Reading of Cash as payment method
Can you please get Dext to read cash as a payment method.
this will assist greatly where clients make many cash payments from the daily cash takings.
this in turn will assist in linking the cash payments to a quickbooks ledger account - cash to be banked and offsett it there.6 votes -
Credit card receipt suppliers
It would be ideal if when uploading a credit card receipt , the field supplier would be optional. This would help to not to create additional suppliers card files in the accounting system
6 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
6 votes -
autosplit email in option submission method
autosplit email in option submission method
6 votes -
supplier merge rules
Ability to merge multiple suppliers to one as per accounting software contacts.
I.e. Dext reads a 'MFG south' and other locations, should be able to set rules to prevent excessive contacts (basic excel commands would be nice)6 votes -
email notifications
As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)
6 votes -
restrict Admin users to see only certain users
restrict Admin users to see only certain users, not have access to all via the My Team menu
6 votes -
Be able to upload EML files to Dext
Be able to upload EML files to Dext
6 votes -
for certain users to be able to see documents only relating to their Xero tracking category
for certain users to be able to see documents only relating to their Xero tracking category, not all items and not only the ones they've submitted (Basic user)
6 votes -
Supplier multiple names
Often 1 Supplier ends up with multiple Supplier Names. A new Supplier name is created because Dext read the bill differently or read the company logo not the name full name in the address on a bill. For example, Dext / Dext Canada or Independent Grocer / YIG / Steven's Independent. I would really like to be able to set 1 Supplier and tell Dext if it sees the other variations to select the Supplier that already exists in QBO. This would save time trying to figure out which name Dext created and published to and merging the mutiple names…
6 votes -
Auto Publish rules based on document type & Conditions
Ability to auto Publish a document based on type whether it is a receipt or an Invoice.
For example I have a supplier called UPWORK that I can auto fetch the documents from them. However I receive both invoices and receipts. i want the ability for that supplier to auto publish the receipts but ignore the invoices.
6 votes -
Make Payment Method field mandatory
Can we make fields such as the payment method mandatory? As in, is it possible to prevent automatic movement to the 'ready' section if the payment method has not been specified (manually or by a supplier rule)?
6 votes -
Delivery Note Numbers
Since you added Delivery note as a TYPE it has been a great benefit, as we scan invoices/credits and delivery notes for 10 stores daily. HOWEVER it would be less work manually entering the delivery note number if this was added as a new feature. To me it is like scanning an invoice without the invoice number. I hope this feature is an easy addition to a great program. Many thanks
6 votes -
Issuing Purchase Order in Dext
I am wondering if Dext can issue purchase order
6 votes -
Purchase Order Match for MYOB
Can I enter a purchase order in this version of dext then when the invoice comes in, match them up?
6 votes -
6 votes
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Ability to add a PayPal Bank Account in the list
Ability to add a PayPal Bank Account in the list
6 votes -
If this, then Global Supplier rules to reduce duplicate supplier creation
Be able to set up a rule outside of supplier rules (sort of like a global rule) that when a vendor/supplier gets recognized that is close to the name of an already created supplier that it will auto-change the supplier name and apply the supplier rule for that name.
For example, a lot of gas stations and restaurants will have names that have the brand followed by a street or location, such as Esso on Main Street. Instead of creating a new supplier called Esso on Main Street, the global rule could say something like: If Esso is in the…
6 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.
6 votes
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