1536 results found
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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 -
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
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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
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Add the document date to the Duplication criteria for invoices
Add the document date to the Duplication criteria for duplicate items.
4 votes -
Have the option to extract a report for Auto-published items
Have the option to extract a report for Auto-published items
4 votes -
4 votes
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Bulk Edit more fields for Sales items
Add the following fields for bulk editing:
1. Category. Right now there are only Products/ Service
2. Paid
3. Paid by
4. Which bank account it is deposited into.4 votes -
Report mistake for Costs/Sales items
The ability to report mistake on Costs/Sales items directly in the Item Details page
4 votes -
Expense Reports showing the total amount in different currencies
let's say if the expenses are with different currency, like HKD, USD, RMB, and i want the report can show the total amount of expenses in HKD, USD, RMB separately,
4 votes -
Submission History for Bank Statement Extraction
Can I see who submitted a bank statement for processing as the bank statements no longer appear in the account (deleted).
4 votes -
CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
4 votes -
Unarchiving notifications on items in the inbox
There needs to be an unarchived notification in both the inbox dashboard, as well as an easily visible one within the item. There also needs to be a toggle switch to disallow clients from unarchiving an item.
A client recently unarchived a bunch of items and made a complete disaster of QBO. I didn't know these items were unarchived so deleted them and now only have copies in QBO.
Please please please help prevent this drama for anyone else.
4 votes -
Workflow Max: Mark PO as received and match supplier
Our current process is to create a supplier purchase order in Workflow max. When the supplier sends an invoice for completed work (that contains PO number) we mark the PO as received in WFM. this creates a draft invoices in Xero (which is integrated with WFM) which we review and approve. Is it possible to mark the Purchased as received based on receiving the invoice from supplier?
4 votes
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