1609 results found
-
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 -
Replies to comments
It would be really useful when a comment is added to a flow, if a reply could be added directly to that comment.
4 votes -
4 votes
-
File Storage option to specify location on drive for backups
File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.
4 votes -
Ability to create Sub-Suppliers/Customers under the main one.
Second Supplier/Customer, created under the main one.
4 votes -
Demo Client to show functionality to potential client users
Access to a "Demo client" to show new users different functionality of Dext when everything on their own personal account(s) are not yet setup.
4 votes -
Publish Bank Match autofilled items to Bank Accounts instead of defaulting to Purchases
When using Bank Match with Xero, upon autofilling the information the “Publish to” destination will always default to Purchases. Can we also publish Bank Match autofilled items to Bank Accounts?
4 votes -
Bulk Edit Categories Sales invoices - Sage 50
be able to bulk edit sales invoices to select a category and not only the product/Service
4 votes -
4 votes
-
Default Customer
Should be able to set a default customer for each user, or for each payment method. would help autofill that section for each cost item
4 votes -
Have the option to publish locations in expense reports to Quickbooks Online
Have the option to publish locations in expense reports to Quickbooks Online
4 votes -
Limit the access to certain Customers for users in the account
Limit which Customers the users in the account have access to
4 votes -
Select default type of Sales items with Customer rules
add option to select Default type of Sales invoice (Sales Receipt/Invoice) as a rule under Customers rules
4 votes -
Expense report for published invoices
Expense reports for archived documents, as some times we need to have a summary of the invoices which were already published.
4 votes -
Merge Suggest Function
I would like a Merge Suggestion function, eg when a client uploads 1 invioice as several documents, could Dext spot that the same supplier has multiple invoices on the same day and ask whether we would like to merge them - this would be useful as it is too complex to give clients more than 1 email in address and they often photograph a multi page invoice as multiple documents as well
4 votes -
4 votes
-
Feature: Matching PPFs to Sales Invoices
Option to match/group PPFs to relevant Sales invoices
4 votes -
4 votes
-
Assign Class When Uploading
Add a Class drop down when you upload bills that it places the uploaded bill in the selected class.
4 votes
- Don't see your idea?