1634 results found
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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 -
Cash transactions without receipt
Have an option for claiming for a company vehicle wash , most jet washes are coin operated and do not supply you with a receipt so the money can not be claimed back
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 -
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 -
Bulk Assign Supplier to Multiple Items
To be able to assign a supplier to multiple items at one time
4 votes -
Option to remove unneeded fields in Line Items
Primary columns in Line items. I don’t want Location, Quantity or Unit Price.
4 votes -
Ability to edit Integration settings for your clients in Bulk
Ability to edit Integration settings for your clients in Bulk
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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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.
4 votes -
Confidential invoices
Ability to hide an invoice from other users and let it be accessed by certain ones.
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 -
Auto-splitting for Sales items
Have the Auto-splitting extraction option for Sales items.
4 votes
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