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  1. Hi, when reviewing purchase invoices in Dext before publishing it would be great to add in a division section to alleviate the requirement to go back into surf to add it there.

    2 votes

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  2. Set payment method as a customer rule.

    2 votes

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    1 comment  ·  Admin →
  3. Complete inability to treat logos as logos and not indecipherable text.

    2 votes

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  4. Option to support and publish in multi currencies. Seems that they have released this lately- https://help.bill.com/direct/s/article/360006921292

    2 votes

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  5. Show the selected tax rates for Line items on the item's details page, instead of clicking on Edit Line Items to see them

    2 votes

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  6. Have a separate memo field for QBO intergated accounts - not use the description field, instead have both.

    2 votes

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  7. 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

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  8. Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a job where sometimes it's different individuals.

    2 votes

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  9. 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

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  10. Have the option to mark a Sales item as paid before publishing to Sage Accounting

    2 votes

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    1 comment  ·  Admin →
  11. Access to a "Demo client" to show new users different functionality of Dext when everything on their own personal account(s) are not yet setup.

    2 votes

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  12. Apply mark up taxes to documents when publishing to WorkflowMax

    2 votes

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  13. When using Bank Match with Xero, upon autofilling the information the “Publish to” destination will always default to Purchases. Can we also publish Bank Match autofilled items to Bank Accounts?

    2 votes

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  14. Sales Receipt and Sales Credit Note support for Surf

    2 votes

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  15. Ability to filter Suppliers and see easily the ones who have "Smart Split Rules" set

    2 votes

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  16. Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.

    2 votes

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  17. 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

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  18. Have the option to extract or apply inventory codes from Xero.

    2 votes

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  19. 2 votes

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  20. 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

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    1 comment  ·  Admin →
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