1836 results found
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Toggle Bank Accounts
Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.
1 vote -
Shop till rolls
I would like to upload a till roll from my shop with daily takings as an income
1 vote -
Ability to set a User's Uploading Permissions
The ability to allow/revoke a user's ability to upload items to an account.
For example, a Partner user would be able to upload only items to a certain client, but not to the Partner account.
1 vote -
QOL Change
It would be useful if the dextension remembered which client you were uploading documents to until you clicked to change it yourself as opposed to switching itself back to the top of the list.
1 vote -
Restore categories on invoices when an integration gets disconnected.
When categories get wiped out from a Dext Prepare account, they get erased from the invoices in the 'Archive' page on which they were already picked up.
This being said, it would be good to be a feature that will leet you restore all data that was chosen for an invoice even if this information was wiped out from the account.
1 vote -
Multiple Dext accounts one QBO
You should be able to point more than one Dext account to a single QBO account. It would assist in keeping certain users seperate while still posting to the same QBO account
1 vote -
Document size
Allow more than 100 pages in a document when uploading.
1 vote -
new main screen
the "new" login screen for accountants is awful - I have to click "old client list" each time... will you reverse this back to normal soon??
1 vote -
Query
From the Paper Request, only GMAIL is applicable at the moment on my end, compared to the released update that it also works for outlook.
1 vote -
Query
Hi, Is there any reason why I cannot see the other options in the settings? There are only 2 options and I am missing a lot such as Invoice Display option, bank recon display? Thanks! Abigael
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 -
Bug - column sort doesn't work
Make the sort feature actually sort the contents correctly. For instance, I have three payment methods, when I do a sort on that column, they should be grouped - they are not. Even dates aren't entirely accurate when sorting by date.
1 vote -
Dextension - Issue with Uploading Documents Box
I'm trying to upload a document using the Dextension upload box that opens on screen. I've dropped it in the bottom section as I need to change the Account. This document needs to go to the Organisation's costs category but when you click on the Account dropdown, the Organisation doesn't appear. Would it be possible to add it or have a choice of no account?
1 vote -
Client access
client access for health checks
1 vote -
filters
be bale to filter between sales and expenses in all areas within flows
1 vote -
Ability to see the number of documents in each client's Inbox for the New My Clients list UI
Ability to see the number of documents in each client's Inbox for the New My Clients list UI
1 vote -
Request paperwork error
If something is in "description" and not in "payee" on the bank reconciliation page then the "request paperwork" feature doesn't show a payee
1 vote -
Submission Filter for allowing or rejecting different types
Submission Filter for allowing or rejecting different types
1 vote -
Add Payee and Description
Add the payee and description of the transactions for the request paperwork feature in Xero as this will allow the clients to work out what transaction they have to provide an invoice for. Especially if there is multiple matching transaction amounts.
1 vote
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