1500 results found
-
Set payment method as a customer rule
Set payment method as a customer rule.
2 votes -
ABN/GST Check in Approvalmax for Xero Integaration
We are using Approvalmax for Xero integration and we noticed that the ABN/GST Check has dropped off once we change the integration. Can the ABN/GST still be retained as this is a critical point of checking? This would entirely make the job a lot easier & faster
2 votes -
Adding Notes to Bills - Xero integration
I want to be able to add Notes to Xero bills when I process them through Dext. Note, this is different from the bill description. This is a helpful feature to resolve my company's issue of dealing with a lot of suppliers that prefer BPAY as payment method. We want to use Parakeet in processing those bills, but the problem is, BPAY reference had to be put as Notes on the bill in Xero and I am hoping I can do that in Dext when I finalize the bill before pushing it to Xero.
2 votes -
Mark Sales items as paid for Sage Accounting
Have the option to mark a Sales item as paid before publishing to Sage Accounting
2 votes -
Apply mark up taxes to documents when publishing to WorkflowMax
Apply mark up taxes to documents when publishing to WorkflowMax
2 votes -
Sales Receipt and Sales Credit Note support for Surf
Sales Receipt and Sales Credit Note support for Surf
2 votes -
Ability to filter Suppliers that have "Smart Split Rules" set
Ability to filter Suppliers and see easily the ones who have "Smart Split Rules" set
2 votes -
Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.
Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.
2 votes -
QBO - RSA
To be able to import clients from QBO to Precision, the Precision team needs to be UK/CA/AU and US in order for us to offer to link a QBO client and also the QBO client location needs to be UK/CA/AU/US for it to import, I'm afraid.
What is the issue regarding RSA?
2 votes -
Completely dismiss the in app message that prompts the creation of Supplier rules
I would like it when I choose "maybe later" to not be the very next invoice when it asks if I want to create a rule. I don't actually want to set any rules for one of my biggest suppliers. There needs to be a "no" option.
2 votes -
Adjusting Document Reference field behaviour
For a bill in Quickbooks we have a field called Ref No. I thought that it might populate it with the document reference value.
I understand that this only works if an invoice number is picked up automatically.
In the case of a receipt - with no clear document number, the entry for document reference is empty.
Therefore we are manually entering a reference number. In the case where we have used a manually entry for the document reference number, and approve to send to quickbooks, the Ref No. field remains unpopulated.The current behaviour was described by tech support…
2 votes -
Be able to uplaod the same file as Cost and Sale at the same time.
I have invoices from Deliveroo, Just eat etc that there on the same inv is sales amount and commission amount. If I upload this inv in Dext as commission expense, I can not upload again in sales as sales income
2 votes -
2 votes
-
Show which items have been marked as billable on CSV downlaods
Show which items have been marked as re-billable when exported on a CSV.
2 votes -
Flag individual line items within an invoice / upload
Flagging individual line items within an invoice, when creating multiple line items (for ease of reference when there are queries relating to specific parts of an invoice or group of receipts).
2 votes -
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers are on where they should be.
2 votes -
Due date and Statement date fields
When uploading statements, currently there is no option to have the statement date and the due date populate. These two dates can and mostly are different and if there was an option to be able to have both of those fields available, this would make it easier for accounts accrual, as well as being able to track future payments. Thank you.
2 votes -
Remove 'Congrats you have done 1 out of 3 ABN checks'
I'm finding the blue alert on the ABN advertising Precision really annoying. It makes it difficult to find & select categories.
2 votes -
Multi Coded Contacts with transaction values export.
Multi Coded Contacts - it would be great to be able to export this report that shows the transaction values. I know you can do this for individual contacts via the grid, but I would like to be able to do if for every contact collectively.
2 votes -
Integration: Helcim
Helcim is a payment solutions company with high standards for ethics and transparency. Better payment solutions for businesses in North America.
2 votes
- Don't see your idea?