Settings and activity
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1 vote
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Jane Stergio
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22 votes
An error occurred while saving the comment Jane Stergio
commented
Increase the field length for Document Reference.
Amazon invoice numbers are longer than the limit, so we have to remove characters from it, to be able to send to Approval Max and QB. Or is that a limitation of Quickbooks?Jane Stergio
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110 votesJane Stergio
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14 votes
An error occurred while saving the comment Jane Stergio
commented
When merging 2 or more imported documents in pdf format, make the resultant file a pdf too.
When the merged file is saved as a pdf, it doesn't display so well when viewing from the accounting system.
Even better would be to convert all files to pdf, even if loaded as .jpgJane Stergio
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10 votes
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6 votes
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16 votes
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194 votesJane Stergio
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An error occurred while saving the comment Jane Stergio
commented
This is a feature available in Hubdoc and is very useful. They have a list of suppliers which are mapped to the Accounting system's supplier. It's useful when the same supplier is used by several different departments and they all need to be coded differently - category, class, location, description. Being able to have more than multiple suppliers in Dext map to 1 supplier in the accounting system means that all these defaults can be setup to start with, then the selection of the correct Dext Supplier will get all the correct defaults for that bill. Currently everything needs to be re-selected each time, which negates the time saving attributes of Dext's OCR.
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2 votesJane Stergio
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12 votesJane Stergio
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An error occurred while saving the comment Jane Stergio
commented
It would be more useful for us looking at the downloaded file/file sent to accounting system, if it included some information about the actual invoice. Eg Supplier Name, Invoice number/reference, Invoice or Due date, perhaps Amount.
Instead the file is something like this, which has no relevance to anyone:
RB-b626cfe4-20a9-425e-a2fd-1c7e84655579.pdf
The file could still contain this string if necessary - perhaps to ensure uniqueness or some other use required by Dext.
Facebook receipts are regular in format, but have no receipt number. Could the Reference number be extracted to be put in the Document Reference field?
I can supply a document if that helps.