1689 results found
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Monthly/Weekly re-occuring expense option to avoid having to add/upload the same receipt/contract every month
Monthly/Weekly re-occuring expense option to avoid having to add/upload the same receipt/contract every month. This is especially useful for rental contracts (eg. office) where the details remain the same.
3 votes -
Make the sales analysis exportable
Make the sales analysis exportable
3 votes -
Add "Customer Remittance" as an option for a Sales Item type.
Add "Customer Remittance" as an option for a Sales Item type.
3 votes -
Supplier Line Item Template
Setting up a template for recurring suppliers wherein line items need to be entered so that efforts are not doubled by entering the same line items 2-3 times a month. For recurring supplier invoices wherein the amounts vary biweekly but the corresponding accounts for each line item don't change.
3 votes -
Automatically send Paperwork Requests to Clients for Transactions/Items without a Match.
The bank transactions are automatically synced on Dext, so we want to be able to activate the Paperwork Request on Dext so it will atomically be requested from the employees
3 votes -
Extract checks/cheques as a document type
Have the system extract submitted checks as their own document type, as opposed to a 'receipt' so the Advanced search can be used to filter only checks
3 votes -
Reject a submission/request revision
As an administrator and financial controller, I need to be able to 'send back' a submission to a user, from within the interface. Right now, if someone submits an order confirmation instead of a receipt, I have to d/l the confirmation, delete it from Dext, and email the submitter asking them to correct the documentation.
3 votes -
Publish items as "Tax Inclusive" to QuickBooks Online
Currently, items arrive as "Tax Exclusive" in QBO regardless if "Extracted Amount" or a specific Tax Rate is selected in Dext, which we need to manually alter in QBO afterward. It would be helpful to be able to publish items as Tax Inclusive.
3 votes -
iOS Base Currency Adjustment
On iOS you can’t adjust the base currency so it’s difficult/impossible to Publish foreign transactions as you need to make sure they correctly matched to the bank statement. Can you add an additional line with the case currency so you can change it similar to the way you can on the web version? It would make the need to login online less necessary.
3 votes -
3 votes
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Payment Method - DIRECT DEBIT
It would be great if there was an option for a payment method of "Direct Debit", so invoices are separated from the invoices that are awaiting payment.
3 votes -
3 votes
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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 -
Send item data to QBO with Paperwork Match along with the image
The ability to send also the coding(info) to QuickBooks with Paperwork match, not only the image as attachement
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 -
Option to set a default for "Invoice Delivery Status" when publishing Sales to MYOB
To have an option/settings within Dext for "Invoice Delivery Status". When the Sales publish to MYOB, they come up as "Already Printed or Sent" even though the default in MYOB says to be emailed.
3 votes -
User rule for "Publish as"
Have the option to set a User rule so that when a user submits and item the "Publish as" field is set to a certain setting (Draft, Awaiting Approval, Paid). Instead of having an account-wide rules only.
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
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