1536 results found
-
Publish To: Debit Card/Expense
There is no option to publish to a debit card or an expense. This is a huge flaw. Most people, especially small business owners use debit cards to make purchases, not credit cards. When trying to publish a receipt to have it generate into QBO, there was no correct option for me to choose. Choosing bill created a bill form which is not right. It needs to create an expense form in QBO. Most receipts if not all, are for immediately charged purchases. Choosing one of the other "paid" options rendered the service useless to me as I would then…
1 vote -
Create a % split rule for Personal and Business use where you can decide to discard the Personal amount
Create a % split rule for Personal and Business use where you can decide to discard the Personal amount so only the business % is now the total GBP amount published.
For example you can say mobile supplier is 70% business split so only 70% of the cost is processed as business use.
Workaround: manual edit the total amount.
1 vote -
Assign Trips to Clients
The mileage isn't useful for my business at all. As we do field work for multiple clients using a company car, I don't need to claim mileage: I need to be able to assign all of our trips to different clients. Then at the end of the month, export the trips and totals per client for billing. Any chance we could get that? We were recommended Dext by another similar company but they said they never use mileage for that reason. I love the functionality of Everlance with the auto-track, tags, and reporting, but it doesn't support multiple users linked…
1 vote -
Resubmit as multiple
We often had clients submitting lots of documents using the single upload, when infact they should have used the multiple one.
Currently we need to download the PDF (with multiple bills), archive it, then reupload again. If you have to do this for lots of items, its tedious and you need to be careful you don't miss any reuploads. It would be great to simply have a button that will resubmit the document for upload, but as multiple.
1 vote -
Expense report change date
Can you please add the ability to change the date of an expense report? We use express expense reports and want to periodically process expense reports more frequently if there is a large expense. When it publishes to QBO, it publishes using the last date of the month and then it doesn't appear on our payables listing since the report is generated prior to the end of the month. It would be very helpful if that date could be changed more easily rather than having to create a new expense report and move the items.
1 vote -
Bold menu icons
Please could the left hand menu which shows Overview, Costs, Sales etc, show a bold number to indicate new documents have been uploaded? For example the same as when a new email is received Outlook. Thank you.
1 vote -
Freeagent integration to be updated to pull all categories not just profit and loss ones
Can all categories be pulled from FreeAgent, not just the P & L ones, as we need to be be able to post to the Directors loan account and fixed assets at the very least
1 vote -
Back up source - connect to SYNC.com a Canadian resource
Connect to SYNC.com as it is a Canadian based online storage cloud
1 vote -
1 vote
-
When managing auto expense claims, currently there are only a weekly or a monthly option. Need bi-weekly option too.
When managing auto expense claims, there is no bi-weekly in the Frequency drop-down list. Also, the option you choose then applies to every user. It would be even better if you could choose a different Frequency option for each user account.
1 vote -
Connect Wayfair account
Add capability to connect Wayfair account to download sales
1 vote -
I would like to suggest an improvement, in an items history, under recent activity, it has the date and time items are published and approve
I would like to suggest an improvement, in an items history, under recent activity, it has the date and time items are published and approved, but for recent ones it says "Last Thursday at 14.21" instead of putting the actual date. It would be helpful if you could change this to print the actual date.
1 vote -
Airbnb/VRBO/OwnerRez on e-commerce lite
You already have Airbnb for cost fetch, why not Airbnb, VRBO, and possibly OwnerRez for ecommerce income fetch? that would open up a market for short-term rental accounting to use Dext for sales receipt collection
1 vote -
Supplier Quotes
Add a Supplier Quotes document section such that these can be directly imported into a purchase order within Xero
1 vote -
Dext tag visibility on hot bar
Include tags next to client name on hot bar on Dext (like on Xero)
1 vote -
Only Allowing Certain Senior Staff Members Delete Flows
A feature where only certain staff members are allowed to delete flows to stop flows being deleted where they should not be
1 vote -
Аllow Expense Claim to be published to credit card payable (not just Accounts Payable as a "Bill")
Currently, Expense Claim will be published to Accounts Payable (in QB desktop in our case) as "Bill". It would be super helpful to allow an Expense Claim to be published to "Credit Card Payable" because it groups all the costs submissions by month (auto expense claim at end of month in our case) in one claim and staff only needs to click "Request Approval" once every month (rather than for each cost claim). Approver only needs to approve in one click. Our staff likes this auto expense claim function. However, Expense Claim can only be published to Accounts Payable. We…
1 vote -
Allow employee users to be able to submit items that aren't for an expense claim but not give access so they can see everything submitted
When you have auto expense claims set up so anything an employee uploads is automatically collated into an expense report for them. However, we also need employees to be able to add expenses into Dext that aren't part of a personal expense claim. We are currently asking them to forward their expenses via email to the main Dext email in address so we can then process these and publish to Xero. Can there be the option so that employees can use the app and website log in to add items into Dext that aren't for their personal expenses, for example…
1 vote -
Export 0 total value items to CSV
Hi, can you allow us to export purchase invoices from archive to include documents with no total figure? This is currently not allowed and many of our clients would upload unnecessary data which we would archive with no total.
1 vote -
Expense Claims
Let user enter Location field value for Expense Claims before publishing to QBO. Currently Dext lets users enter Location for individual receipts which are added to Expense Claims, but each Expense Claim is published as a Bill in QBO and only one Location is allowed per Bill entry (not at individual line item like Classes). So the Location field is always blank when Dext publishes an Expense Claim to QBO. Dext allows user to select a default Location value in the supplier rule for the corresponding supplier -- it should use this as a default for Expense Claims and let…
1 vote
- Don't see your idea?