1500 results found
-
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)
4 votes -
Curated User Profiles: Admin, Accountant, Supervisor, Basic User
Having different profiles for different users will help streamline the functionalities open to each user, this would ensure message would be catered whether it is end user or Subscription owner.
Have issues where payment failures are submitted to all Admins, however for this particular Partner, main issue is one of our clients have is that they need some users to have supplier rule management. While ideally we want all our customers to pay on time, however, this is flagged that there could be more curated profiles and a need for something like that within an organization.
Another example is that…
4 votes -
Auto-splitting feature when directly uploading items, to be available on Business accounts.
Auto-splitting feature when directly uploading items, to be available on Business accounts.
4 votes -
Foreign currency expense matching for Paperwork Match
Foreign currency expenses are not able to get a match even if the converted local currency amount is the same.
4 votes -
To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.
To be able to create a report that will display the Bills, Sales, Bank and etc in a quarterly basis for all of the clients.
4 votes -
Check for Duplicates after supplier change
Hi. I urgently need this implemented as it i an almost weekly occurance now. It is costing me time..lots of time!!
I would like for the invoices to be checked for doubles AFTER you change the supplier. I have alot of extraction errors on the supplier and have paid multiple invoices twice as it only checks for duplicate invoices on the initial supplier. it seems like something that should be included already, but apparently not. Can you also give us the ability to delete suppliers. (again due to incorrect extractions. even if they are archived in XERO i can not…
4 votes -
Locking accounting period
I would like to be able to lock the accounting period within dext. This would allow our accountants to make adjusting entries in QBO without allowing accounts payable to post any more invoices, into the period.
4 votes -
Taking action in side Precision, rather than moving out to Xero.
When working in duplicate contacts, within the cleanup section, having the option to merge contracts, without having to go into the software would be amazing!
Furthermore, it would be an ideal to link Precision with Prepare, so that the duplicate contacts were note re-created again, as a result of DEXT Prepare using an incorrect contact name, for example.
4 votes -
Include "Description" as a field in Bulk Edit options for Line Items.
In the Bulk Edit Line Items box would it be possible to add a Description Box as one of the options?
4 votes -
Personalized Payment list
Restrict the list of Payment (in the payment drop downs) to what I use - not every random payment method extracted off any payment made by anyone in the company!
4 votes -
create an email address for submitting auto split documents
create an email address for submitting auto split documents
4 votes -
Have a setting/option to automatically forward copy of items submitted to the account via email in PDF format to an external email address.
I would like to forward invoices to another app that does payment process but it has to be forwarded in PDF from a known email (that I can identify) to this other app. This other app will process and pay the invoice. So I don't want to be downloading individual invoices and then manually emailing from my email account manually. Is there a way I can find out the email address my DEXT account is sending the email from? In addition to that, I need to identify the email address Dext is sending the pdf from. It has to be…
4 votes -
Publish image/attachment of Sales items to MYOB
Ability to send image/attachment or Sales items when published to MYOB.
4 votes -
Matching expenses to CC statement after item has been added to Expense Report
When looking at a credit card statement under Bank it would be great to see a match even if the item is in an expense report already. It would also be very useful to see a column that showed 'Expense completed' or 'Expense Waiting etc to show if the credit card statement has been reconciled to the expenses.
4 votes -
Have a dismissed this flow tab in each section
Have a tab on each section for items dismissed in this flow rather than them going into the dismissed section with previously dismissed items.
4 votes -
Ability to edit Integration settings for your clients in Bulk
Ability to edit Integration settings for your clients in Bulk
4 votes -
4 votes
-
Payment Method - DIRECT DEBIT
It would be great if there was an option for a payment method of "Direct Debit", so invoices are separated from the invoices that are awaiting payment.
4 votes -
Admin User with Request Data Option
Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console
4 votes -
4 votes
- Don't see your idea?