1634 results found
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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 -
manual match
If Dext doesn't automatically match an expense with a bankstatement, the option to do it manually (for instance date doesn't match or partial payments)
6 votes -
autosplit email in option submission method
autosplit email in option submission method
6 votes -
Please can you display calculated sum(Base Totals) on Active / Selected records?
Please can you display calculated sum(Base Totals) on Active / Selected records?
6 votes -
Supplier Address
Dext should also extract the address including the country.
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 -
custom file name settings for export
Custom export settings. I would like to export all my receipt PDFs with individual names, dates, and dollar amounts ie. " 2023-05-11 McDonalds $25.00 " using the date it has gathered from scanning instead of having a default export name as "company - export date"
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 -
Backup file naming options tab
Be able to select how files are named for backup. Ex. right now its supplier/customer-itemID#.filetype
I would like to select a default for what info is included in the file name. My suggestion is to include the option to select name file: document reference #, invoice date, and the supplier name + item ID (as mandatory) Ex. supplier/customer-DOCUMENTREFERENCE#-itemID#.filetype6 votes -
Lock date to prevent publishing items before that date.
Lock date to prevent item being published before lock date. It will help to keep accounting data unchanged one year-end is finished. It will stop publishing items in the pervious year once the year-end of the previous year has been completed.
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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