1689 results found
-
sales invoice category default
- Have a setting to default all sales invoices to a particular category.
- Also allow a setting to auto-populate all new customer names, as all new customer names are only suggested currently.
This would then allow us to autopublish all our sales invoices via dext directly to our accounts system without having to log into dext to carry out both of these tasks daily.
2 votes -
2 votes
-
Handle Stripe emails attaching invoice and receipt (both in PDF)
Be able to accept emails that attach both an invoice and receipt in PDF. Stripe sends emails like this routinely, and if Dext doesn't accept emails with two attachments, then user must manually remove one of the attachments before sending. Stripe is a major payment processer for the vast number of online software subscriptions services in North America, so many customers get email from their suppliers (sent via Stripe) that contain both invoice and receipt. The service providers typically cannot control how these emails are configured or where they go, so it would be incredibly helpful if Dext could accept…
2 votes -
Expense report reporting issue
Expense reports - make the copy that exports to the employee and also QuickBooks Online match the line items detail inputted. Very inconvenient for them not to match.
2 votes -
Allow more "Projects" and flexibility.
Hi, can you please allow us to be able to create our own excel output sheet. The data input can be extracted from line items and each "input column" can be added on the list similar to how projects are added. For example, if i could rename the "projects" list and use it as "departments", I should be able to input the department as a line item. when it comes to exporting the file, i should be able to choose which items on the list I want in the excel fine plus the order of it.
2 votes -
MYOB INVOICE - Item Type
Having DEXT send Purchase invoices to MYOB in ITEM format not service or professioanal
2 votes -
Dextension for MYOB
With the introduction for Dextension, how can MYOB users get these features added?
2 votes -
Highlight if no attachment on invoice from Accounting Software within Supplier Statement in Dext
Could the Supplier Statement section within Dext be able to pick up if the invoice within the creditors list of the accounting software does not contain an attachment and be able to request?
2 votes -
Manually mark invoices lines as included on Supplier Statements
Would it be possible to manually mark invoices within Supplier statements as reconciled, if for instance there is an amount on the creditors list in the accounting software that relates to multiple invoice lines on the statement?
Another instance this would be useful is if there is a match but the date of the invoice in the accounting software is slightly out to the supplier statement date
2 votes -
To be able to add the filename as a column in the inbox
To be able to add the filename as a column in the inbox
2 votes -
Document type
Supplier rules for document type. Sometimes the system doesn't recognize the type and we have to manually edit it. It should always be an "invoice" for specific vendors.
2 votes -
Approvals remain in cost inbox
Approvals to remain in the Costs 'inbox'. To enable cvs uploads to our accounting package, the work is duplicated if we need to export from the costs inbox as well as the approvals folder. totals e.g. credit card are then harder to crosscheck given they straddle two exports. We will discontinue with the approval function until this is resolved.
2 votes -
EMAILS FOR STATEMENTS
IT WOULD BE GREAT IF WE COULD ADD EMAIL ADDRESSES TO SUPPLIERS SO THAT WE CAN SEND DOCUMENT REQUEST FORMS DIRECT FROM THE STATEMENTS FACILTY
2 votes -
Show Supplier Statements on Supplier
It would be really awesome if archived supplier statements could be linked to their respective suppliers in the system. This way, I could easily review them without having to search through a long list. There’s already a feature for invoices, so it would be great to have the same functionality for statements as well.
2 votes -
When I switch from old to new the attachments go from 94% to 77%. 77% is too small to read!!!!
Please increase the size of the attachments to the 90% range.
2 votes -
give ability to amend "document type" in supplier statement section to change from invoice to credit note etc
create ability to amend "document type" in the supplier statement feature
2 votes -
Refresh Dext for updated paperwork request report
Having processed items in Dext and reconciled in Xero its laborious to get to the refresh integration option in order to create an updated paperwork request report. Would be great to have a sync button when wanting a current list of unreconciled bank transactions in Xero. Also the option to include bank lines where there is an item in Dext that might not be a valid VAT invoice. I keep order confirmations in Dext as a reminder that they've uploaded the incorrect paperwork and still need to upload the valid VAT invoice.... but then that bank line is not currently…
2 votes -
Paperwork Request - amend order in pdf
I need to sort by bank and then date order (oldest to newest) but there is no option to do this unless I extract to csv and manually amend. I also noticed that bank lines were missing if Dext thought there was an item waiting to be processed that matched - but the document uploaded was not a valid VAT invoice so I still want to include that bank line in the paperwork request document.
2 votes -
Search QBO for transaction matches manually
Make it so we can search QBO for transaction matches manually. Then if Dext hasn't found a transaction match but the transaction is already in QBO it can still be sent to the transaction.
2 votes -
Reports by Customer
Reporting by customer so I can pull all invoices or transactions attributed to each customer.
2 votes
- Don't see your idea?