1536 results found
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Make fields mandatory before publishing
Option to make fields mandatory such as the customer or class field in order for the item to be ready for publishing
179 votes -
Auto-archive without publishing (supplier rule)
Idea : Auto-archive (without publishing) at supplier level
Why : For many suppliers, we have bank rules in Xero or QBO to have bank transactions automatically recorded without a receipt (monthly subscriptions are a good example of these). Although we do want to keep the receipts in the Archive in case of future audit, we don't want to publish and match all receipts if not required. What we currently do is, for these suppliers, we 'select all' and manually 'archive' all selected items.
If we could simply 'auto-archive without publishing' certain suppliers, that would be game changer for our 40+…
27 votesWe are reviewing this functionality to add. Thanks for the feedback
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Be able to uplaod the same file as Cost and Sale at the same time.
I have invoices from Deliveroo, Just eat etc that there on the same inv is sales amount and commission amount. If I upload this inv in Dext as commission expense, I can not upload again in sales as sales income
2 votes -
Automatically fetch and extract bank statements
automatically fetch and extract bank statements. At the moment this feature is only available for australia where the statements are fetched and will appear under the bank tab but the client still needs to manually press a button to send them for extraction.
22 votes -
2 votes
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Add Credit Card number to Match Found - Bank Match
In the Costs > Inbox, when a match is found, a screen pops up to give details. The details are also included when you open the receipt. The issue is, it doesn't tell you which credit card it is. If you have a client with 10 credit cards, and the match says 'TD BUSINESS TRAVEL VISA' how does this help me? The data is probably being pulled from the bank, but there should be a way to add 4 digits to it somewhere, or at least the cardholder name.
Also, in the Bank > Transactions screen, where you would submit…
5 votes -
Show which items have been marked as billable on CSV downlaods
Show which items have been marked as re-billable when exported on a CSV.
2 votes -
Flag individual line items within an invoice / upload
Flagging individual line items within an invoice, when creating multiple line items (for ease of reference when there are queries relating to specific parts of an invoice or group of receipts).
2 votes -
Turn "OFF" the "Today", "This Week", "Last Week", "This Month", etc. sections when sorting items in the Mobile App based on Transaction Date
When sorting items by Transaction Date in the Mobile App, we want to be able to see a full list of the items sorted date-by-date. Currently, when you sort by Transaction Date, it displays the items in descending date order, but this resets for each section, i.e - "This Week" sorts the items by transaction date for this particular week's Dates, "Last Week" will do the same for items dating back to the previous week, etc. which causes the List of items to reset on each section, making it hard to track accordingly.
1 vote -
Mulitple Projects for Customers
Need the abaility to assign multiple 'Projects' to a 'Customer', currently can only assign a single project to each customer.
4 votes -
Enhanced Reporting
I think it would be nice if you will have an Enhanced reporting for advisory level. Key Metrics and financial statement
1 vote -
Smart balance for split line rules
Under smart split rules, permit one or more line items to be fixed, with the remaining balance (whatever it may be - variable) is allocated to one or more additional line items for different categories (one or more).
Rationale: Some line items may be recurring for the same amount, while some line items may be variable amounts, and there may even be some line items that only periodically appear.
It would be nice to have the option of allocating the remainder (whatever it may be) to one or more line items where the amount typically varies.
1 vote -
Description field for unmatched transactions
On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
ie...Recurring charge, job number to apply to, personal. etc.1 vote -
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers on xero
Run a report showing which companies don't appear on the Deadlines Dashboard for sense check purposes/ensuring company reg numbers are on where they should be.
2 votes -
Revert to the last viewed Bank Transaction when you open the Trasnactios section.
When you drill down into a transaction and then close out of it, it takes you back to the start of the list. It would be good if it reverted back to the place on the list where you were when you drilled into a transaction.
1 vote -
Xero - Sales Invoices - Reference field
When a sales invoice is published to Xero, the item ID appears under the Reference field in Xero. Some customers don't want the item ID to be transferred to the Reference field in Xero as they would like to use that field for something else.
22 votes -
Due date and Statement date fields
When uploading statements, currently there is no option to have the statement date and the due date populate. These two dates can and mostly are different and if there was an option to be able to have both of those fields available, this would make it easier for accounts accrual, as well as being able to track future payments. Thank you.
2 votes -
1 vote
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14 votes
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Download CSV and images (ZIP) at once with the option to arhive after download.
Hello, I really need an option to download CSV and pictures (zip) at once with the option to arhive after I download.
4 votes
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