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1836 results found

  1. In the Transactions section, have tabs for All, Unmatched, Matched, Requested, Archived.

    Ability to archive any transactions so it is removed from other lists.

    1 vote

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  2. SHOW PO ON ZAPIER

    1 vote

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  3. More options when Drag and Drop or Download etc, such as class, category, customer like mobile app

    1 vote

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  4. Hi!
    Just a small suggestion. When I see the invoice or To Review, the amounts are shown with thousands separator and it is very convenient. But on an individual page there is no separation of the thousands. And in our case, being in Indonesia, where we always deal with thousands and millions, it is very inconvenient!
    Thanks for making this simple improvement!
    Regards
    Jim

    1 vote

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  5. When I request paperwork for unreconciled transactions in QBO, the credit card accounts are not included. Most of my clients are bad at submitting credit card receipts so it would be nice to request these as well

    1 vote

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  6. Previously coded transactions -- it'd be awesome to either show it with the newest on top, or sortable!

    1 vote

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  7. Please can accountants get notifications when a client takes over their subscription/billing. As we only get notifications if the client takes over the subscription and removes us as their accountants. This will help to know exactly when billing has been taken over. Thank you

    1 vote

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  8. Provide a fetch connection to Three business so I can get my business mobile bills automatically. How is it you can only connect to the personal version when businesses are your customers?!

    1 vote

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  9. When viewing a pdf on the iPhone app, it would be good to be able then save/forward the pdf from the viewer. This would be extremely handy when someone requires a copy of the document and are not in the office.

    1 vote

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  10. Order matches and bank rules first seems to not be compatible with the new Bank rec feature of Xero.

    Also when requesting paperwork you can only select one bank account at the time

    1 vote

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  11. Paperwork request for all bank accounts in one go. Group transactions by account when sending to client

    1 vote

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  12. Allow PO matching to flow through into Approval Max

    1 vote

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  13. Insights dashboard - having a widget for accounts filing and confirmation statement filing

    1 vote

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  14. Smart contracts

    1 vote

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  15. Under the duplicates in cleanup it would be great to be able to exclude particular suppliers. We have various examples where a client uses Unleashed for their stock control, and Unleashed posts multiple similar bills with "Stock Journal" as the supplier, which is the release of COGS on multiple small sales. This causes hundreds of potential duplicates in Precision, and could limit the ability to see genuine duplicate transactions.

    1 vote

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  16. For uploading costs automatically from Dropbox - Rather than have Dext create folders in the Dropbox, it would be useful to be able to specify the path to the folder you want Dext to upload from.

    1 vote

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  17. I would send email notifications to users when they are assigned as the Document Owner in Dext Prepare. This would then bring to their attention they have something they need to action / review in Dext.

    1 vote

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    1 comment  ·  Admin →
  18. 1 vote

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  19. Bulk supplier updates for integration settings

    1 vote

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  20. For Dext Flows, I would like to be able to preview saved documents, such as bank statements, without having to fully download them to view. I think it would make reviewing work much easier.

    1 vote

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