1835 results found
-
Feature: Matching PPFs to Sales Invoices
Option to match/group PPFs to relevant Sales invoices
4 votes -
3 votes
-
Activity Stats customisation
It would be helpful if in the activity stats we could exclude some 'Bank' type accounts when calculating the total number of bank transactions.
Currently, the number of total bank transactions in QuickBooks includes all the transactions in all the 'Bank' type accounts. However, in some cases, this number is distorted because some accounts had to be given the 'Bank' type for particular reasons but they are not actually bank accounts. So I don't want to know the number of transactions in those accounts- I want to know only the number of transactions that actually go through the bank and…
1 vote -
add a notes field in the submission history page
While in the submission history, or at the input level, it would be helpful, if you could put notes or a reason. For example, I deleted transaction No.9xxxx because it was a duplicate of 9xxxx.
5 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 -
Take photo of documents with the option to exclude the surroundings
Have the option to exclude surrounding from photos like tables or desks so only the document is visible
1 vote -
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 -
Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a joband isn't shared
Be able to have Account Manager 1 and Account Manager 2 as the same person i.e. in the situation they do both parts of a job where sometimes it's different individuals.
2 votes -
Exclude the RB abbreviation from the invoice in Xero
Exclude the RB abbreviation from the invoice reference in Xero when sending an Invoice from Dext Prepare to the accounting software without a Document Reference.
1 vote -
1 vote
-
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 -
Have the option to show if transactions is credit card and expense claims from within Expense reports
Have the option to differentiate credit card and expense claims transaction within Expense reports
1 vote -
21 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 -
Demo Client to show functionality to potential client users
Access to a "Demo client" to show new users different functionality of Dext when everything on their own personal account(s) are not yet setup.
2 votes -
Apply mark up taxes to documents when publishing to WorkflowMax
Apply mark up taxes to documents when publishing to WorkflowMax
2 votes -
Filter suppliers by tax rate
add the tax rate to applied for the suppliers filter results so we can save time by not opening the supplier entry form.
1 vote -
Better separate document detection for auto-splitting
Improve the auto-splitting detection for multiple transactions and ones that are on one page.
1 vote -
1 vote
- Don't see your idea?