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1634 results found

  1. 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.

    5 votes

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    1 comment  ·  Admin →
  2. I am currently scrolling through suppliers to merge duplicates. After each merge is completed it brings me back to the start of the supplier list alphabetically and it requires me scroll down to find where I was in the list each time. This is a time consuming exercise when there are over 1000 suppliers on the list.

    5 votes

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  3. I think you should add a feature that shows the total amount of the invoices you have selected. For example, you "select" 3-4 invoices, at the top of the page it would show "3 Invoices, £453.23". A dyanmic toggle that would be useful when tallying up invoices to push through to match payments in Xero.

    Xero have this functionality in bills to pay as a reference point.

    5 votes

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    1 comment  ·  Admin →
  4. Purchase Ordering system that syncs with Xero with customisable user access for staff to draft PO's for management approval.

    5 votes

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  5. Please could we add the Purchase Order field on the costs inbox page. I have to manually key in the information in the the Doc Ref in order that I can search for it. Which is pretty time consuming. Many Thanks

    5 votes

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  6. 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…

    5 votes

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    1 comment  ·  Admin →
  7. When setting supplier rules and/or creating the line splits, being able to view the source document. Either showing the (scrollable) document in the background, or being able to move the window out of the way

    5 votes

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  8. Run Dext connect as a service rather than an app

    5 votes

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  9. We would like to introduce an enhancement to our Notification Email Settings that will significantly improve the way our users manage their communications. The proposed feature will allow users to direct different types of notification emails to specific email addresses.

    For instance, Rejection email notifications can be sent to 'email1@domain.com', while Fetch-related notifications can be directed to 'email2@domain.com'. This level of customisation will enable our users to streamline their workflows, ensuring that emails are actioned by the appropriate team or individual without delay.

    This feature will be particularly beneficial for larger teams where tasks are divided…

    5 votes

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    1 comment  ·  Admin →
  10. 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).

    5 votes

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    1 comment  ·  Admin →
  11. Match delivery note to invoice.

    5 votes

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    1 comment  ·  Admin →
  12. It would be very helpful to be able to invite more than one accountant/bookkeeper user as they are not always the same firm/person, but may still need access with the client's business showing on their client list so staff members can access documents.

    5 votes

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    1 comment  ·  Admin →
  13. Add the option Request Paperwork for Direct users at Dext.

    5 votes

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  14. Hi, we currently have a Dext subscription that we use for staff expense claims, and we've set up specific users for approval. However, all expenses for approval are currently being routed to one inbox (expense list). Is there a way to configure this so that each approval user has their own individual inbox, ensuring that only expenses assigned to them are visible for approval?

    5 votes

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  15. Being able to to adjust vat boxes in line entry would make life easier and quicker as I have a supplier who seems to round up whilst dext rounds down making invoices 1p out on many occasion - sometimes dext wont publish it at all till its correct and sometimes it will publish but changes the figures about to allocate it where it thinks best - either way I have to double up on the work and do manual change in Sage 50

    5 votes

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    1 comment  ·  Admin →
  16. Extract item types for Sales documents.

    5 votes

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    1 comment  ·  Admin →
  17. Be able to set Admin user who cannot approve Expense Reports.

    5 votes

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  18. 5 votes

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    1 comment  ·  Admin →
  19. Have the option to apply DRC to Sales items when the account is integrated with Sage Accounting

    5 votes

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  20. The ability to add "Class" as a main field in an Expense Report

    5 votes

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    1 comment  ·  Admin →
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