1536 results found
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Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.
Cost analysis be able to identify invoice frequency pattern changes e.g. monthly invoice but one month there is 0 or 2.
1 vote -
Clicking TAB when entering category in line item instead of having to click with mouse
When you enter a category name or number in line items if the first line is the correct one then you can click on tab instead of having to click with the mouse, same with the tax code. Would make things a lot easier especially when doing catch up jobs with large amount of data
1 vote -
Ability to set up due dates for line items
Ability to set up due dates for line items
1 vote -
ability to see total spend with supplier
Include the ability to see how much has been spent with each individual supplier/contact, monthly and annually.
1 vote -
Dashboard for PAYE data from hmrc agent services too
Dashboard for PAYE data from hmrc agent services too
1 vote -
Timer add on used for reporting and billing for each client with the number of inputs, not only receipts, but supplier rule etc.
Add a timer option in each client so, we accountant can follow the amount of time we actually work on the client and offer the option of a report for each. This would be merveilleux!!!!
1 vote -
Client insights and changeable timelines
Customisable client insights dashboard with the opportunity to change reporting periods in Dext Prepare.
Opportunity in Dext Precision to change the dates of submission. Some client scores are being reduced because there isn't a frequent upload, but that's because they're done quarterly1 vote -
Conditions for TAX based on Invoice totals
Ability to set tax rues based on invoice during extraction. For example we receive invoices from Royal Mail that all of them apart from one a month are VAT exclusive. But for the subscription which is always £108 there is VAT. I have to every month check all invoices in order to just find this one!
If there was a rule to say :
If invoice amount = £108 then add VAT.1 vote -
1 vote
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Invoice payment
It would be great to add a button (Funds Received) to the sales section. When uploading invoices, it would be good to select whether the customer paid or not. same like in the cost section. Thank you
1 vote -
Delivery Docket csv/upload
To create a delivery/collection report list.
At our company we have delivery dockets, which we only need the customer, date of delivery/collection, the product type, and product quantity.1 vote -
Customize Line Items order in CSV Exports
We would like to be able to have a CSV Line Items format that allows us to customize the order of the Line Items themselves
1 vote -
landlord rental incomes
when one looks after a block of flats say 34 in the block and is dealt by the managing agent -the agent end of month produces a document giving income for say 3 flats and charging 3 management fees on the same document -so 3 rentals income needs to be split as do the managment fees--ideally with out having to split or convert etc
1 vote -
Show each document's individual line items after an Expense Report has been published to Xero.
Show each document's individual line items after an Expense Report has been published to Xero.
1 vote -
2 tax components/portions for SIP Partners (like ApprovalMax)
Support more than 2 tax components/portions for SIP Partners (like ApprovalMax)
1 vote -
Export items as CSV and PDF at the same time
What I do is search the employee's receipts for a specific timeframe, then possibly choose a client.
Then I export all those as a PDF, so that I can get copies of the receipts, just in case the client needs proof for their own records.Then I have to go back out, and filter everything again, to be able to download the exact same report, but in a CSV format. So that I can more easily create the list to add to the invoices.
1 vote -
Hit enter to send message for Item Messaging
It's such a small thing but why can't we just hit 'Enter' to post a message on an item instead of having to click on the arrow?
1 vote -
Turn "OFF" the "Today", "This Week", "Last Week", "This Month", etc. sections when sorting items in the Mobile App based on Transaction Date
When sorting items by Transaction Date in the Mobile App, we want to be able to see a full list of the items sorted date-by-date. Currently, when you sort by Transaction Date, it displays the items in descending date order, but this resets for each section, i.e - "This Week" sorts the items by transaction date for this particular week's Dates, "Last Week" will do the same for items dating back to the previous week, etc. which causes the List of items to reset on each section, making it hard to track accordingly.
1 vote -
Enhanced Reporting
I think it would be nice if you will have an Enhanced reporting for advisory level. Key Metrics and financial statement
1 vote -
Smart balance for split line rules
Under smart split rules, permit one or more line items to be fixed, with the remaining balance (whatever it may be - variable) is allocated to one or more additional line items for different categories (one or more).
Rationale: Some line items may be recurring for the same amount, while some line items may be variable amounts, and there may even be some line items that only periodically appear.
It would be nice to have the option of allocating the remainder (whatever it may be) to one or more line items where the amount typically varies.
1 vote
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