1689 results found
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Request Supplier Statements
Where there are outstanding Invoices and a supplier statement has not been provider by the supplier, the ability to request for that statement to be requested. Similar to requesting the individual invoices from the statement.
1 vote -
Customizing the Details tab
It would be great if we could customize the details tab with a few of the fields. Product/service seems to be a reoccurring issue for my clients thinking they need to populate something here as it is on the details screen. So they add things like the word 'supplies' but it is not necessary. It would be great if we could remove it from the screen I do not use. thanks Jill Smith Saved by the Bookkeeper.
1 vote -
Time Saving - Line Items Narrative Description Available in description box
Can the narrative descriptions from line items be available in the description box on Dext, or that extracted data more easily copied and pasted across from line items into the description box?
1 vote -
Assign reminders to user, or external contact
Add the ability to assign a reminder (based on invoice due date) to either an internal contact (i.e. a Dext user) or an external client contact. Reminders sent to external users could contain a spiel such as 'Document xyz is due/expired. Please reply to this email with a PDF attachment of the current document' in order for it to be captured directly in Dext.
1 vote -
Mark individual line items as billable to or not billable to a customer or customers
Unfortunately, simply not putting the customer on the line item does NOT solve the issue. I track my costs to my customers but sometimes I include the subscription for QBOnline and sometimes I invoice for it. I ALWAYS track my specific costs to a customer whether it is billable to them or not as I use PROJECTS. Please fix this. It's a simple toggle on each line item - billable? YES/NO. I have multiple customers that use this feature as we use projects extensively (architects, interior design, etc.). AutoEntry can accomodate this need.
1 vote -
Insurance document fields
Add the ability for insurance documents to have a variable for sum insured. This is currently extracted and recorded in the document summary, but would be useful as its own value.
1 vote -
Email reminders based on document due dates
When a document due date is reached (or at a predetermined interval before or after that date), an email notification should be sent to the document creator, or another assigned user. Alternatively, if Dext was to extract the Primary Contact email address from Xero, these reminders could be sent automatically to the client or other assigned contact to request updated documents from them.
1 vote -
Automatically Flag Documents Based on Due Dates
The ability to automatically flag documents based on their set or extracted due date would be incredibly useful for managing document expiries, making it clear what needs action. This automatic flag could ideally be set on a value, such as +/- 7 days, or 1 month from the expiry, with these assigned values possibly being based on document tags.
1 vote -
Add expiry date as a separate value to due date
It would be beneficial to assign multiple dates to a document. Having an expiry date (as extracted from a document), and a separate due date (for when the task needs to be completed/updated by) would give more control over the workflow and documents. For example, an expired document should be updated by no later than 1 week after expiry.
1 vote -
Custom Extraction Field for Invoices and Statements
Ability to create a custom extraction field (or column for statements) on specific suppliers' invoice/statement (e.g. a delivery location detailed on an invoice if a single supplier delivers to multiple sites, or a delivery location column on a supplier statement).
1 vote -
New tax setting that Post PST as Zero in QBO
Oct tax settings update: The taxes are not working in all clients. Because we are in BC Canada I have my clients set up for two taxes. I think that the default tax setting for cost on GST/PST. Several invoices only have GST charged on them and the now the PST is processed into QBO with zero tax. In the past on extract tax it would extract the GST and mark the bill as GST only in QBO. Now it looks correct in Dext but when it is entered into QBO the tax code is GST/PST with zero in the…
1 vote -
Modify the 'Reference' field in Dext to only allow up to 18 characters. Paying expenses in Xero the Reference field can only be a max of 18
Paying expenses in Xero the Reference field can only be a max of 18 characters to align with bank reference field, otherwise you have to manually change Reference field to fit. Could this field be modified.
1 vote -
Grimco
Invoice fetch
1 vote -
Recycle bin
A recycle bin that allows user to see erased documents for 30 days after deleting document.
1 vote -
Year end dates in settings
Be able to set business year end in business settings as i.e. 31 March and be able to link to say those dates are what should be used for tax year 23/24 etc as can't change on SA301F summary report (and can't change dates unlike on transaction summary)
1 vote -
Class & Location
We have been using Dext for over a year, and have just recently realized that in the Costs section, if you type in the Class & Location, it does not carry over into the Edit Line items area. This has caused a huge headache for our Controller, as I didn't know this would auto-populate different location information than what was entered.
Please find a way to make these two areas match.1 vote -
Notification settings to move from daily to monthly for certian users.
Notification settings to move from daily to monthly for certain users so they are not receiving notifications all the time.
Can you add a user with the default to no notifications? I have executives to add as users and they don’t want 300 emails a day. They also don’t want to opt-out, so why can’t you choose on/off when you set the user up?
1 vote -
UI - Non-functioning/not required scroll bars
File navigation has non-functioning scroll bars. They may be required for longer file paths, but shouldn't be present when all information is visible on screen.
1 vote -
Sage 50 Purchase Order Number posting
Dext is extracting the Purchase Order Number but this is not currently posted in Sage 50. For us this is a big problem. It would help just to have it appear in the Sage 50 invoice Details or Ref with the Supplier Invoice No going into the other field. Ideally, it would be posted in such a way as to integrate with the Sage 50 Purchase Order system but that might be more involved.
1 vote -
Enable a Tick Box option for remembering Cost Items' supplier rules (instead of going in separately).
Enable a Tick Box option for remembering Cost Items supplier rules (instead of going in separately).
1 vote
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