QBO Integration - Show Active Projects Only
Dext currently shows all QBO Projects regardless of status.
There are 4 possible QBO project statuses:
- not started
- in progress
- completed
- cancelled
Please show only not started and in progress Projects.
There is no way to customize this selection on Dext right now and it is clunky to have to see all historical Projects from the selection list, not to mention increased risk of error for user submissions.
Phoebe Chew
shared this idea
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Wilbur Steiner
commented
My PO number is in each project. I would like Dext to automatically make that connection on a vendor invoice and assign Project number (i.e. 619 Green Farm) to a vendor invoice if it finds 619 in the Vendor invoice PO.
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Jeremy Brimer
commented
This feature is much needed to streamline DEXT. Otherwise I feel like it's taking just as much time to sort through the past customers and make sure we don't get new costs added to older closed out projects.
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Jennifer Lee
commented
The only way to fix this for now is to go into the list of Customers and make all the closed projects not visible. But they should definitely make closed projects no longer show up, the same way inactive Accounts in QBO are removed from Categories in Dext.
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Optimum Rope Access Solutions Inc
commented
I would like to remove projects that are complete in our QB system or hide them so they do not have run through a whole list every time they are uploading a receipt.
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Luke Miller
commented
When I have an expense, I do not want the system to give me the option to post to a project that was marked 'completed' in quickbooks.
Example: I did a project named Anderson 2 years ago. Now I have a new 'Anderson' job, and Dext is still allowing me to post the the Anderson job that was completed 2 years ago.
Solution: Only show 'In Progress' projects.