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11 results found

  1. User Restrictions

    332 votes

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    23 comments  ·  Prepare » Categories  ·  Admin →
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    Roxanne Simmons supported this idea  · 

  2. Make fields mandatory before publishing

    110 votes

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    Under Review  ·  15 comments  ·  Prepare » Publishing  ·  Admin →
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    Roxanne Simmons commented  · 

    The ability to make certain fields required when clients are uploading documents.
    For example- When our construction clients are uploading Fuel or other vehicle receipts we would like them to select which class (vehicle) the expense is for.

    Another huge help for these clients would be selecting the customer or project.

    If we could also set it up so that they are only allowed to select from a select few would be great too

    This would save so much time from us going back to the client all the time asking for the customer and or which vehicle the expense was for!

    Roxanne Simmons supported this idea  · 

  3. Extract billing details and addresses

    5 votes

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    1 comment  ·  Prepare » Extraction  ·  Admin →
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    Roxanne Simmons supported this idea  · 

  4. Ability to create folders in Dext to organise items

    147 votes

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    21 comments  ·  Prepare » Other  ·  Admin →
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    Under Review  ·  AdminSimon Williams (Admin, Dext) responded

    Thanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year. 


    Please stay tuned for updates. 


    Simon

    An error occurred while saving the comment
    Roxanne Simmons commented  · 

    Would like to be able to have Folders for all Suppliers in the Archived section so it is easier to search for documents when needed.

    Roxanne Simmons supported this idea  · 

  5. QBO: Tags

    104 votes

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    7 comments  ·  Prepare » Integrations  ·  Admin →
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    Roxanne Simmons supported this idea  · 

  6. Clients to be able to view item messaging via the web app as well

    75 votes

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    9 comments  ·  Prepare » Item Messaging  ·  Admin →
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    Roxanne Simmons commented  · 

    I agree this feature needs to be added. We as accountants/bookkeepers can see these messages via the web so why can't our clients?
    Also when we send the messages if the clients do not see the notification right away on their phone it disappears and the clients can never find it again.

    Roxanne Simmons supported this idea  · 

  7. Extract Job/Order Number from invoice as description

    19 votes

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    0 comments  ·  Prepare » Extraction  ·  Admin →
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    Roxanne Simmons supported this idea  · 

  8. Be able to select bill terms instead of just due date

    62 votes

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    2 comments  ·  Prepare » Integrations  ·  Admin →
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    Roxanne Simmons supported this idea  · 

  9. Option to create tags in Dext Prepare

    50 votes

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    1 comment  ·  Prepare » Workflows  ·  Admin →
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    Roxanne Simmons supported this idea  · 

  10. Bank Match for Credit Notes/Refunds (negative amounts)

    242 votes

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    0 comments  ·  Prepare » Bank  ·  Admin →
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    Roxanne Simmons supported this idea  · 

  11. Supplier Rule: Set Date Format

    67 votes

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    5 comments  ·  Prepare » Rules  ·  Admin →
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    Roxanne Simmons supported this idea  ·