1648 results found
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Publish images to QuickBooks Desktop
Publish the item's image alongside the document info to QuickBooks Desktop
3 votes -
Exporting a document to ne purchase order in Xero
Hi; similar to exporting a document to tax invoice in Xero, I'd like to export a document to a purchase order in Xero - the reason being that company procedure dictates that a PO must to be raised in Xero for every purchase before the invoice in Xero is created. Using PO matching with Dext to Xero means I have to create the PO in Xero anyway, which kind of defeats the purpose of streamlining the process.
3 votes -
Create separate Effortless Expense Reports by Payment Method for the same user
Create 2 effortless expense reports reports based on the payment method for the same user
3 votes -
QBO Self Employed
QBO Self Employed
3 votes -
sharing invoice with another dext account
sharing an invoice to another client account.
often is happening that an invoice is uploaded in the wrong amount by the client if they have more than one company. this way we can send the invoice to the correct dext company account without downloading the document s and uploading it again.3 votes -
Be able to crop/edit uploaded items
Be able to crop/edit items already added to the account to avoid background distractions for the client, show only the receipt
3 votes -
Add the document date to the Duplication criteria for duplicate items.
Add the document date to the Duplication criteria for duplicate items.
3 votes -
Option to submit multiple files which are a single item via the Web app
When you upload multiple files through the direct submission method - have an option for the system to process them as a single item. Like the Combine mode in the Mobile app
3 votes -
Assign multiple tracking categories to a document
Assign multiple tracking categories to a document
3 votes -
Show the Matched status in the CSV when exporting transactions/statements
Show the Matched status of items when downloading the separate transactions or the bank statements.
3 votes -
Improve Customer field/search box in Line Items.
1) The combobox is tiny. 2) The search matches any characters... so if we search for customer abbreviations "ABC" or "ARN" it will find any customer with any of those letters. That's not helpful. Fuzzy search terms should at least be space delimited, so acronyms/abbreviations only match a sequence of characters, not any characters in the entire string.
3 votes -
3 votes
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Enable customised date range for Activity Stats Dashboard
Activity Stats Dashboard enable a 5 year summary. So clients listed and then year 1, 2, 3, 4 ,5 with activity stats and turnover.
3 votes -
Rules for multiple tax rates for a single item
If an invoice has both zero-rated and 20% VAT it won't pick that up.
3 votes -
Recording bank transactions properly as Debits or eTransfers
Many expenses are paid by eTransfer or Debit which is associated with a bank account. But when completing the payment/publish to section of the details, Dext only allows me to use Cheque for a bank account. The expense was not paid by cheque, it is an expense and should be posted as such but we should have the option of Debit or eTransfer when completing Publish to. This would be great.
3 votes -
Amend Client Settings in Bulk/Pre-set Client Accounts
We want to be able to change all of our clients settings in bulk, for example, the "Show net amount" one. We also need to be able to pre-set this to be ON as default for new clients.
3 votes -
Default Zoom Settings
The "Automatic Zoom" doesn't work as anticipated. I have to click the pulldown menu to select "Page Width". Can we have the ability to set this as our default setting?
3 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.
3 votes -
Category field reminder to the user that uploaded it
Reminder to the user that uploaded the item to select a category
3 votes -
AMAX - Rename "Projects" and "Projects 2" to "Classes" and "Locations"
Classes in QuickBooks Online are called 'Projects' in Dext with the Approval Max to QBO integration. It should be 'Class', why give it a different name?
3 votes
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