Settings and activity
17 results found
-
33 votes
An error occurred while saving the comment 
Jennifer Lee
supported this idea
·
-
1 voteJennifer Lee
shared this idea
·
-
1 voteJennifer Lee
shared this idea
·
-
6 votes
An error occurred while saving the comment Jennifer Lee
commented
For myself, I just don't want that descrition there, I want that field blank. So now I have to delete the description every time.
Jennifer Lee
supported this idea
·
-
21 votesJennifer Lee
supported this idea
·
An error occurred while saving the comment Jennifer Lee
commented
The only way to fix this for now is to go into the list of Customers and make all the closed projects not visible. But they should definitely make closed projects no longer show up, the same way inactive Accounts in QBO are removed from Categories in Dext.
-
1 voteJennifer Lee
shared this idea
·
-
4 votes
An error occurred while saving the comment Jennifer Lee
commented
I'm curious, how would this be helpful? My client and any accountants don't want to see any Dext history in the bookkeeping. They're only interested in the item itself. Extra info might actually confuse them. And we can check any history in Dext if needed.
-
47 votesJennifer Lee
supported this idea
·
-
2 votesJennifer Lee
shared this idea
·
-
2 votes
An error occurred while saving the comment Jennifer Lee
commented
When splitting an expense, sometimes we're taking one Amazon receipt total and splitting to two transactions because Amazon billed each item separately. We are given the option to choose a category, then input the total amount and the tax amount. We should be able to choose a tax type rather than a tax amount. I shouldn't have to calculate the tax amount myself before inputting it here if the tax is straight HST.
Jennifer Lee
supported this idea
·
-
1 voteJennifer Lee
shared this idea
·
-
3 votesJennifer Lee
supported this idea
·
-
15 votesJennifer Lee
supported this idea
·
-
6 votesJennifer Lee
supported this idea
·
-
103 votesJennifer Lee
supported this idea
·
-
65 votes
-
31 votes
In response to the email Dext sent requesting which columns and why: I'd like to be able to see anything that I need to check for accuracy: tax codes/amounts, currency, payment method, etc. And I'd like to see the Description in case there are notes that affect how the receipt was entered. It would be faster to review if those were visible without clicking into the item, so I could use that Publish button in the list. Right now, I can't click that one, I have to go into each item to review all the parts of it to make sure it's right.