1584 results found
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Merge Contact from within Precision
Where duplicate contacts have been identified, users have requested the ability to merge these from within Precision (xBert currently do this)
5 votes -
Resubmit for extraction for line items
when i change the supplier rules to extract line item, there should be an option to rescan the existing invoice and perform line extraction. now i have to delete the invoice and reupload once more
5 votes -
Clients with multiple companies
I have some clients with more than 1 company and they often upload a receipt to the wrong company. It would be very handy if a receipt could be moved to another company, the same way it can be moved to Sales/Costs
5 votes -
Match delivery note to invoice
Match delivery note to invoice.
5 votes -
Multiple Accountant/Bookkeepers Invited
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 -
Publish image/attachment of Sales items to MYOB
Ability to send image/attachment or Sales items when published to MYOB.
5 votes -
Request Paperwork for Direct users
Add the option Request Paperwork for Direct users at Dext.
5 votes -
Expense Approver to have their own Individual Inbox
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 -
Being able to adjust VAT manually when entering various lines on an invoice
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 -
Extract item types for Sales documents.
Extract item types for Sales documents.
5 votes -
Publish items as "Tax Inclusive" to QuickBooks Online
Currently, items arrive as "Tax Exclusive" in QBO regardless if "Extracted Amount" or a specific Tax Rate is selected in Dext, which we need to manually alter in QBO afterward. It would be helpful to be able to publish items as Tax Inclusive.
5 votes -
Set rule for line items to only extract certain transactions
Have the option to adjust line item extraction to extract only certain line items from documents and not everything.
5 votes -
5 votes
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Have the option to extract a report for Auto-published items
Have the option to extract a report for Auto-published items
5 votes -
Domestic Reverse Charge (DRC) on Sales Items for Sage Accounting
Have the option to apply DRC to Sales items when the account is integrated with Sage Accounting
5 votes -
add class to expense report
The ability to add "Class" as a main field in an Expense Report
5 votes -
Log in with Microsoft SSO
Have the option to log in with a Microsoft SSO
5 votes -
Permanent removal of item in the submission history
Permanent removal of item in the submission history
5 votes -
Submission date to be added to Cost table
Could you please add submission date as one of the fields/columns for Costs and Expense reports? And possibility to filter by this date as well
5 votes -
Extract Sales Credit notes with the relevant document type
recognise sales credit notes when uploaded - if a client submits a credit note, it is currently processed as a Sales invoice, instead of Sales Credit note
5 votes
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