1584 results found
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Include Sub-Account column when exporting Bank Transactions data
When viewing Bank Transactions, I have the Sub-Account Column showing so I can identify which card made the purchase. When I export the list to Excel, the only columns in the spreadsheet are Date, Description, Debit, Credit, and Balance. It would be helpful to include all columns when exporting that data - particularly the Sub-Account so that we can easily filter the spreadsheet by card user.
2 votes -
Bulk select items for editing and then stay selected after editing
- Ability to bulk select items
- After selecting a number of items and then bulk editing, ensure that the items stay selected after editing. Currently have to reselect all the items again to then be able to bulk publish.
2 votes -
Delete messages sent via Item Messaging
Is it possible to delete a message I have sent to a client via Dext Prepare?
2 votes -
Marking projects as closed
I would like to be able to close projects so they don't appear in the drop down list and no new expenses can be recorded to them. Right now, we can't limit what projects are available without deleting the project from the projects list, which deletes the project info from all previous expenses as well. I'd like to be able to mark a project as "closed" so it is not seen in the drop down menu for employees for new expenses, while still being able to pull reports for that project. As we have more and more projects over time,…
2 votes -
2 votes
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PO link to invoicing
Be able to allocate a PO from Sage directly against an invoice, we had this on Xero but sadly not available on Sage
Would be amazing if we could do this !!! :)
2 votes -
be able to add/extract payment type/method for sales items
be able to add/extract payment type/method for sales items
2 votes -
Report on other metrics over time
I want to be able to report on other data such as Debtors days over time (e.g. monthly). Even in a customised report or have the ability to create my own formulas within this report
2 votes -
Add a Filter for Rebillable
Add a Filter for Rebillable ... client who bill their customers back often need to provide the receipts to substantiate!
2 votes -
"Remember Supplier Rules" Pop Up
You must eliminate the software automatically asking you "Would you like to set some of the details that you've entered in this item as a rule for. Set Supplier Rules Maybe later" every time an entry is made. In my business, I have a different description every time for my vendors. It is how my job costs. This message pops up every time and requires me to push publish twice on every entry. It is the most frustrating thing and wastes my time when I have hundreds of entries. The software didn't always do this and now that the problem…
2 votes -
Effortless Expense Reports - Line item deletion vs full report deletion
I’ve had two Users manage to delete their whole report in the last week. They think that ticking an item on the left and clicking delete at the top will remove just that one line. However, the whole report goes and it does so without any further popup box for a confirmation. If they could add a popup box to say – this will delete your whole expense report, do you want to continue? That would suffice.
2 votes -
Publish Transactions from Bank
Publishing bank transactions
2 votes -
Upload & publishing dates
It would be extremely helpful to see upload dates and publishing dates per transactions. AND to be able to search for documents by either of those two dates.
2 votes -
Notification emails to deactivated accounts
Can you make an automatic reply if a client tries to upload documents to a deactivated account?? We have just found out a client has been sending paperwork to his old S/T Dext Account, not the new account set up for his Ltd company... He was not aware.
2 votes -
Supplier rules that allow you which file type Dext Prepare should pick when an email submission is used
It would be great if a supplier rule could be created to remove receipts where an invoice exists.
2 votes -
Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and i
Remove the "Paid" toggle for QBO integrated accounts as it's is confusing because the "Publish to" determine the location of the items and if it's paid or not.
2 votes -
Default Sales line template
Sales line default for all customers rather than creating sales line template for each customer. Majority of customers for some clients are different, however the format of the sales invoice is the same. This would be a big time saving feature that I believe would benefit a lot of bookkeepers and businesses.
2 votes -
maybe a feature which simply lets you split pages but choose which pages to split would be great
maybe a feature which simply lets you split pages but choose which pages to split would be great
2 votes -
Export Archive Data per User
Export Archive data on a PER USER basis. I want to know who archived what items without having to go into each separate item
2 votes -
Bank Notifications
Connecting your bank card to your system -
Receive an automatic notification and require mandatory entry when money is withdrawn from any bank card.
2 votes
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