1633 results found
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As well as a Closing Comments box on Flows, have a recurring comments which roll over to future repeating Flows on that client
Comments that can be rolled to the next repeating flow
7 votes -
Adding Divisions to Dext
Hi, when reviewing purchase invoices in Dext before publishing it would be great to add in a division section to alleviate the requirement to go back into surf to add it there.
2 votes -
Extract Supplier from logo
Complete inability to treat logos as logos and not indecipherable text.
2 votes -
MYOB- support multi currencies
Option to support and publish in multi currencies. Seems that they have released this lately- https://help.bill.com/direct/s/article/360006921292
2 votes -
22 votes
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4 votes
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'Less CIS' field in Dext
Ability to manually adjust the 'Less CIS' field in Dext, instead of heading back to QuickBooks each time after publishing a CIS document.
19 votes -
Completely dismiss the in app message that prompts the creation of Supplier rules
I would like it when I choose "maybe later" to not be the very next invoice when it asks if I want to create a rule. I don't actually want to set any rules for one of my biggest suppliers. There needs to be a "no" option.
2 votes -
Show the selected tax rates for Line items on the item's details page
Show the selected tax rates for Line items on the item's details page, instead of clicking on Edit Line Items to see them
2 votes -
Separate memo field for QBO integrated accounts
Have a separate memo field for QBO intergated accounts - not use the description field, instead have both.
2 votes -
Sales Invoices, PO#, Site Name, Site Location
I have a client who invoices to a head office location and uses PO #'s, Site Names, and Site Location data fields in QuickBooks online for ease of reviewing the A/R listings.
At the moment, I have to publish the sales invoices in Dext, then re-open them in QuickBooks online, to add in the PO #, the site name, and the site location.
It would be great if this could all be done from within Dext.
3 votes -
Feature: Matching PPFs to Sales Invoices
Option to match/group PPFs to relevant Sales invoices
4 votes -
Assign Class When Uploading
Add a Class drop down when you upload bills that it places the uploaded bill in the selected class.
4 votes -
Payments on Invoices
Adding payments from invoices in Dext to the accounting software. For example, an invoice paid part cash or with two payments against the invoice, we can see the receipt / payment in the bank but we have to push this through to the accounting software before being able to allocate.
3 votes -
Rules Engine
Would love the ability to have rules about what is deemed a problem in the books. Maybe this already exists. An example would be, we use an invoice to enter daily sales for all of our clients, with the customers payments offsetting the invoice amount to create a $0 invoice for each day’s sales. This gets picked up as a problem for some reason by Dext Precision, and you’d have to go in and dismiss each warning to keep that from artificially reducing the health score. I’d love to be able to say, ignore any transactions with “daily sales” as…
3 votes -
Option to choose account connects through Fetch
Update to Fetch : I have several accounts from different companies attached to my sign in. I would like to choose which accounts I want fetched into my dext. Currently I have to contact my supplier and move my accounts to make fetch work with Dext - not what I really want.
7 votes -
Have the option to reset the Partner Demo Account
Have the option to reset the Partner Demo Account located under the Resources tab
2 votes -
Adding Notes to Bills - Xero integration
I want to be able to add Notes to Xero bills when I process them through Dext. Note, this is different from the bill description. This is a helpful feature to resolve my company's issue of dealing with a lot of suppliers that prefer BPAY as payment method. We want to use Parakeet in processing those bills, but the problem is, BPAY reference had to be put as Notes on the bill in Xero and I am hoping I can do that in Dext when I finalize the bill before pushing it to Xero.
2 votes -
Meals and Entertainment Tax Code, Changing Tax Codes Within 'Extracted Tax'
We use a M&E 5% tax code in QBO that assigns 50% of the tax to an ITC and the other 50% to an expense account. We have to use the 'Extracted Amount' tax in Dext as there is always a tip on these expenses which has no GST. When using the 'Extracted Amount' it would be much easier if within that we could then assign the two tax options 'GST/HST/TPS' and 'PST/QST/TVQ' to whatever tax codes we want. At the moment I can only do this by adding line items which is very cumbersome.
15 votes -
adding multiple projects to a single receipt with multiple line items
Adding multiple projects to a single receipt with several line items
4 votes
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