1648 results found
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Show the exact date an item was submitted in the item history of recent items
Show the exact date an item was submitted in the item history of recent items instead of "last Monday"
3 votes -
Archiving option for paperwork match via System settings
Archiving option for paperwork match via System settings
3 votes -
Assign Class when submitting via email.
Assign Class when submitting via email.
3 votes -
Secondary tax field in line items for Canadian clients with QBO
Add a field for secondary tax rate in line items so we can split a tax with 'Extracted Amount' correctly. Otherwise right now QuickBooks calculates is automatically based on the tax rate percentage and the amounts are not correct.
3 votes -
Set rules for Expense Reports
Have the option to set rules/defaults for Expense Reports like default payment method or default publishing destination
3 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.
3 votes -
PDF export of page
I would like te export everything on this page layout to PDF
3 votes -
Costs Report
Ability to add cost items to monthly reports.
3 votes -
3 votes
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option to purchase bundles for additional line items
Option to purchase additional bundles for Line Item extraction. Currently the highest plan does not cover the needed documents for Line Item Extraction and would be great if there was an option to purchase additional bundles to cover the needed limit
3 votes -
Notes on PDF in items Details page
As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.
3 votes -
Bulk the transaction by suppliers and tax codes
It would be nice and time saving on my part if we could bulk transaction with by suppliers and tax codes as in Canada we have different tax code by provinces and need to currently change them. Other thing it woud be nice to extract the city or province in which the expense was place, and ig we could sort them, this would help save time, and make sure the tax code is properly inputed.
3 votes -
History of all items in the account in one summary
Have the option to get a summary of all item history within the account into one report that is downloadable.
3 votesHi,
Thank you for your feedback
I thought I would highlight we have the submission history page. In the left hand menu, if you navigate to My profile, and you will see submission history in the expanded menu.
We are looking at improving this, and adding functionality so will leave this ticket under review. Please do provide any further feedback in the meantime.
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3 votes
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CIS funtionality
It would be great to have a CIS function so that when the invoice goes into the accounting software the deduction is already made and doesn't have to be entered manually.
3 votes -
Payments on Invoices
Adding payments from invoices in Dext to the accounting software. For example, an invoice paid part cash or with two payments against the invoice, we can see the receipt / payment in the bank but we have to push this through to the accounting software before being able to allocate.
3 votes -
Rules Engine
Would love the ability to have rules about what is deemed a problem in the books. Maybe this already exists. An example would be, we use an invoice to enter daily sales for all of our clients, with the customers payments offsetting the invoice amount to create a $0 invoice for each day’s sales. This gets picked up as a problem for some reason by Dext Precision, and you’d have to go in and dismiss each warning to keep that from artificially reducing the health score. I’d love to be able to say, ignore any transactions with “daily sales” as…
3 votes -
Assign multi users (basic users) to one supplier invoice
Assign Multi-Users to Same Supplier Invoice
This will allow us to have multi basic users to view same vendor invoice as one vendor invoice might have items for different projects and clients.
Thank you.3 votes -
a notification for transactions on the credit card that don’t have a receipt uploaded
A notification option for credit card transactions that don’t have a receipt uploaded. Would help to address missed uploads while receipts are still handy, instead of at the end of the month when they may be lost
3 votes -
Sales Invoices, PO#, Site Name, Site Location
I have a client who invoices to a head office location and uses PO #'s, Site Names, and Site Location data fields in QuickBooks online for ease of reviewing the A/R listings.
At the moment, I have to publish the sales invoices in Dext, then re-open them in QuickBooks online, to add in the PO #, the site name, and the site location.
It would be great if this could all be done from within Dext.
3 votes
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