1501 results found
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I would like to publish Estimates and Purchase Orders to QBO
Ability to publish Estimate and Purchase orders to QBO
1 vote -
Updated Xero Bank Statement Upload template - PAYEE column
I am using dext bank statement extraction for my clients and then using the Xero csv export to import into Xero. However, the Payee column in Dext isn't available and have to manually manipulate to upload into Xero properly.
1 vote -
sort supplier list by not in accounting software
Ability to sort supplier list by "suppliers IN accounting software" versus "suppliers NOT SHOWING in accounting software" so that these can be addressed quickly and easily.
2 votes -
For approvals, can we have these approvals printed on the invoices prior to publishing?
For approvals, can we have these approvals printed on the invoices prior to publishing?
Currently the only way to check if an invoice was approved is to go to 'history'. It would be ideal if the approval can be displayed somewhere on the invoice as well. So it maintains that flow.Once invoices are published to QBO, there is no way to know which manager approved the invoice for audit purposes. This is a requirement for audit purposes.
The approval is a great feature, but defeats the purpose for audit.
17 votes -
Persist the sort order in Approvals
If you sort the approvals list by any header category and then open a specific line, when you hit the back button the sort is lost. You then have to re-sort the field again. It would be useful if the back button actually took you back to exactly where you were so you could just continue.
5 votes -
Allow separate workflow for reimbursable and non-reimbursable expense reports
We would like to be able to have a separate workflow for reimbursable and non-reimbursable expense reports because managers can approve purchases within their approval limits when made on their company VISA, but for reimbursable expenses everything needs to be approved by their manager because they are not allowed to approve payments to themselves.
1 vote -
Notes for Browser Upload
I would like there to be a field for notes when upload to dext through the Browser, by drag and drop or select files. This feature is available in the app and through email uploads, but i would like my clients to be able to give notes for better classification on the browser as well. It could be done as a feature that you can turn on or off for clients that need it vs those that don't.
1 vote -
Add a new supplier to Invoice Fetch
We use UK Leasing Solutions (part of BNP Paribas) to lease all our computer equipment. I get many invoices per month from them and I have to login to download them each time. Can this supplier be added to Invoice Fetch please.
1 vote -
Statement Processing - Columns
When a statement is processed, the incorrect column can be picked up, especially the invoice reference number. Eg, the order number instead. Having a new feature to "map" the matching would be excellent.
1 vote -
Statement Processing - Incorrect Type
At present, if a statement item is incorrectly categorised, you can't change it. Eg, toggle a credit note to an invoice. You are stuck and have to check the accounting software manually.
Would it be possible to add this feature?
1 vote -
Prepayments
The new prepayment feature is game-changing. Although it does need improvement, an option to split the cost over the days in which the document covers would be great (for example, is 30 day invoice period split evenly across two months, halves the amount in each period). Currently, it's not splitting the expense correctly and is a little inconsistent with the dates on the journals. The idea is really good, just needs tweaking to work to its best ability.
3 votes -
Rejected Items folder
A very useful feature would be an option to view rejected items. A daily problem our bookkeepers have is having to repeatedly ask our clients to resend an invoice or receipt to which they have claimed they've already sent to dext, they get very unhappy and frustrated with us when we request multiple times. I understand that dext sends a rejection email but 90% of the time the client doesn't not pay attention to that email. It would solve a lot of problems if we could view the rejected item, then provide feedback to the client as to why it…
324 votes -
Tax Adjustment in Inbox
Being able to edit the taxes on the screen. So often clients mix items on bills that could have many different tax rate and using the create line items adds soooooo much time on to process I hate using it. Especially food related bills as some foods have GST and PST, some only GST and some exempt.
1 vote -
Reading shipping address to inform class selection
Pull the shipping address to allow automation to assign a class to the transaction based on shipping address.
We have multiple location utilizing the same service provider and this is the one step preventing me from fully automating many transactions
1 vote -
Category List search function
Provide the ability to search for a Category in the category list to toggle on or off. Our list is 3900 categories and it's time consuming to scroll through the list to get to the bottom
2 votes -
Bank status in practice insights
We bulk bought licences and are transferring clients onto Dext. We have noticed that several of the bank accounts have disconnected as clients have not noticed they need refreshing. You can use 'insights' to see which clients have documents to process, it would be helpful to see a report there that gives the status of bank accounts so we can scroll down the list and just see whether any bank feeds need attention so it can be done before a total disconnect
1 vote -
Description column in Supplier view
In the suppliers section could we please have an additional column in the overview view for description so we can set up a description from here without clicking in to the supplier individually?
1 vote -
Job Costing
Would love a job costing system suitable for construction that works with Xero & also allows the input of timesheets by site teams.
1 vote -
QBO, take into consideration the tax rate on the product and service, not only the default tax rate
Integration QBO.Default tax on costs is a combined one : GST/PSt QC .Secondary tax extraction toggle is ON. An item is marked as billable and product and service is assigned on it. The product and service has a tax rate assigned on it in QBO and it is GST.When we publish the item it appears with two taxes in QBO. That is expected behaviour because of the tax settings.The user, though, is expecting just the GST to be published as the product and service assigned has a GST only on it in QBO.
We are already advised to turn off…
1 vote -
Bulk sort category in Solo
Solo - bulk sort category in bank feed transactions.
1 vote
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