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6 results found

  1. Bulk editing Customer under Sales Workspace

    39 votes

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    Under Review  ·  13 comments  ·  Prepare » Design  ·  Admin →
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    Aimee Swart commented  · 

    I have a client that has multiple sales invoices for the same customer. Even though I have customer rules setup, it doesn't seem to pick up what customer the invoice relates to. This means I have to go into every invoice and select the customer each time.

    On the bulk edit it does not have the option for 'customer'. It would be a lot less time consuming if I could just bulk edit those sales invoices and apply the same customer to all of them.

    Aimee Swart supported this idea  · 

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

    250 votes

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    0 comments  ·  Prepare » Bank  ·  Admin →
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  3. Line item extraction: Automatic categorisation based on key words

    9 votes

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    1 comment  ·  Prepare » Extraction  ·  Admin →
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    Aimee Swart supported this idea  · 

  4. Ability to create folders in Dext to organise items

    162 votes

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    24 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

    Aimee Swart supported this idea  · 

  5. Supplier rules bulk edit

    47 votes

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    2 comments  ·  Prepare » Rules  ·  Admin →
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    Aimee Swart supported this idea  · 

  6. Multiple Supplier rules for one supplier

    210 votes

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    11 comments  ·  Prepare » Rules  ·  Admin →
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    Aimee Swart supported this idea  ·