1634 results found
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CIS subtotal appearing on CIS invoices
CIS subtotal appearing on CIS invoices
4 votes -
User Rule for a Supplier
Set a rule for a user which will apply a certain supplier with its rules to the invoice submitted by the user no matter the supplier on the invoice.
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 -
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
4 votes -
4 votes
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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 -
Show separate tax columns in Flexible Columns for secondary tax rates
Show separate tax columns in Flexible Columns for secondary tax rates instead of showing just the total Tax amount column.
4 votes -
Custom control accounts
Ability to add other control accounts (not just payroll liability and DLA) to track them 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
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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 -
Automatic reporting showing the VAT total of all uploaded documents.
In the sense of after each upload an updated VAT total overall with everything that has been uploaded.
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
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