1689 results found
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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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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 -
Link Payment Methods to Categories
It would be great if there's a way to allocate a payment method to a category. For example, all costs with category X are paid in cash and therefore I would like to make it so anything with that category is paid to the cash account.
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 -
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 -
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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Separate memo field for QBO integrated accounts
Have a separate memo field for QBO intergated accounts - not use the description field, instead have both.
3 votes
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