1681 results found
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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 -
Apply mark up taxes to documents when publishing to WorkflowMax
Apply mark up taxes to documents when publishing to WorkflowMax
2 votes -
9 votes
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Assign multi users (basic users) to one supplier invoice
Assign Multi-Users to Same Supplier Invoice
This will allow us to have multi basic users to view same vendor invoice as one vendor invoice might have items for different projects and clients.
Thank you.3 votes -
Publish with analysis code to Sage
Possibility to publish a supplier invoice with analysis code to Sage
3 votes -
Adding the ABN number for a Supplier as a Supplier Rule
Adding the ABN number for a Supplier as a Supplier Rule
6 votes -
Sort Expense Report by Date
Add ability to sort expense report by date when printed. Currently it defaults to ITEM ID for sorting
4 votes -
Sales Receipt and Sales Credit Note support for Surf
Sales Receipt and Sales Credit Note support for Surf
2 votes -
Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.
Exporting detailed cleanup tool and insights report to send to clients. Into a booklet file.
2 votes -
QBO - RSA
To be able to import clients from QBO to Precision, the Precision team needs to be UK/CA/AU and US in order for us to offer to link a QBO client and also the QBO client location needs to be UK/CA/AU/US for it to import, I'm afraid.
What is the issue regarding RSA?
2 votes -
Set currency rule for expense reports
Set default currency for a user's expense reports
13 votes -
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
194 votes -
6 votes
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Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error.
Similar to multicoded contacts - Set rules to specific nominal codes so that anything posted to a code other than x is flagged as an error. Will pick up where items are consistently wrong.
4 votes -
19 votes
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Adjusting Document Reference field behaviour
For a bill in Quickbooks we have a field called Ref No. I thought that it might populate it with the document reference value.
I understand that this only works if an invoice number is picked up automatically.
In the case of a receipt - with no clear document number, the entry for document reference is empty.
Therefore we are manually entering a reference number. In the case where we have used a manually entry for the document reference number, and approve to send to quickbooks, the Ref No. field remains unpopulated.The current behaviour was described by tech support…
2 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
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