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1605 results found

  1. I would like to pull division from Surf Accounts

    7 votes

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    1 comment  ·  Admin →
  2. As an administrator and financial controller, I need to be able to 'send back' a submission to a user, from within the interface. Right now, if someone submits an order confirmation instead of a receipt, I have to d/l the confirmation, delete it from Dext, and email the submitter asking them to correct the documentation.

    3 votes

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    1 comment  ·  Admin →
  3. Add short list of most recent expense type below search bar after taking photo. Or a small list of favorites instead.

    1 vote

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  4. This would greatly improve functionality if you could, as this client uses the rebilling function to capture all expense prior to billing the client.

    2 votes

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  5. Ability to edit Integration settings for your clients in Bulk

    4 votes

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  6. 1 vote

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  7. Additional building ability in Activity Stats report e.g. Q on Q, M on M, averages across x mths, column for total of other columns.

    10 votes

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  8. Hi,

    I would like to suggest stripping purchase invoices that can be exported to excel with the line items and their cost so I can drill down and get a better idea of what is being purchased.
    It will also help me track price increases more efficiently.

    1 vote

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  9. 74 votes

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  10. Make the sales analysis exportable

    3 votes

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  11. Identify overlapping bank statement transactions

    14 votes

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  12. It would be great if Xero could be added as a File Storage connection option, for documents such as delivery confirmations, that should be filed with the invoice in Xero but not processed as an invoice from Dext

    2 votes

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  13. The ability to add "Class" as a main field in an Expense Report

    5 votes

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    1 comment  ·  Admin →
  14. Account wide settings for project

    1 vote

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  15. It would be great if there was an option for a payment method of "Direct Debit", so invoices are separated from the invoices that are awaiting payment.

    4 votes

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  16. Add "Customer Remittance" as an option for a Sales Item type.

    3 votes

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  17. Hi, i want to know if its possible to have every time an email is submitted, it creates an image of the Email, even if there is an attachment?

    2 votes

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  18. 13 votes

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  19. A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.

    2 votes

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  20. When uploading pdfs purchase invoices, be able to select the order in which they process.

    8 votes

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    1 comment  ·  Admin →
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