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  1. 210 votes

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    Under Review  ·  11 comments  ·  Prepare » Other  ·  Admin →
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    Maura Doherty commented  · 

    As a Canadian, being able to set this by supplier (as well as choose a default for a whole Dext account) so that our American supplier invoices always use MMDDYYYY and our other invoices are still extracted properly as DDMMYYYY would reduce so much confusion and so many errors.
    Barring that, adding the option to have Dext add a little flag to the date field when the extracted date is ambiguous (eg. any combination of days and months from 1-12) would help a ton, as it would cue the user to doublecheck the date before publishing.

    Maura Doherty supported this idea  · 
  2. 250 votes

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    0 comments  ·  Prepare » Bank  ·  Admin →
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    Maura Doherty supported this idea  · 
  3. 6 votes

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    Maura Doherty supported this idea  · 
  4. 9 votes

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    0 comments  ·  Prepare » Publishing  ·  Admin →
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    Maura Doherty supported this idea  · 
  5. 9 votes

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    1 comment  ·  Prepare » Design  ·  Admin →
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    Maura Doherty supported this idea  · 
  6. 46 votes

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    Maura Doherty supported this idea  · 
  7. 2 votes

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    Maura Doherty supported this idea  · 
  8. 17 votes

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    Maura Doherty supported this idea  · 
  9. 7 votes

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    0 comments  ·  Prepare » Extraction  ·  Admin →
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    Maura Doherty supported this idea  · 
  10. 26 votes

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    Maura Doherty supported this idea  · 
  11. 51 votes

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    1 comment  ·  Prepare » Workflows  ·  Admin →
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    Maura Doherty supported this idea  · 
  12. 103 votes

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    1 comment  ·  Prepare » Other  ·  Admin →
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    Maura Doherty supported this idea  · 
  13. 18 votes

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    1 comment  ·  Prepare » Expenses  ·  Admin →
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    Hi,


    We have added the ability to pick and choose which columns you would like to see on the expense reports page.


    Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.


    We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well. 


    Feel free to reply with any further feedback while we are adding the remaining refinements

    Maura Doherty supported this idea  · 
  14. 168 votes

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    22 comments  ·  Prepare » Workflows  ·  Admin →
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    Maura Doherty commented  · 

    Yep! Even if the merge function paid attention to the order in which we select items to merge, and made the first item selected the first page, the second item the second page, etc, that would be a HUGE help. The fact that there doesn't seem to be any rhyme or reason to which items it puts first is hugely frustrating and makes the Merge function really not very useful at all.

    Maura Doherty supported this idea  · 
  15. 92 votes

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    1 comment  ·  Prepare » Rules  ·  Admin →
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    Maura Doherty supported this idea  · 
  16. 20 votes

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    Maura Doherty supported this idea  · 
  17. 2 votes

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    0 comments  ·  Prepare » Workflows  ·  Admin →
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    Maura Doherty shared this idea  · 
  18. 46 votes

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    5 comments  ·  Prepare » Rules  ·  Admin →
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    Maura Doherty commented  · 

    Yes! Also, as someone using Desktop integrations, I could disable and re-enable the integration when needed without losing all my supplier rules and having to set them all up again. This would be way less of a hassle if I could export them before disabling, and reimport to Dext after re-integrating.

    Maura Doherty supported this idea  · 
  19. 3 votes

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    0 comments  ·  Prepare » Extraction  ·  Admin →
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    Maura Doherty supported this idea  · 
    Maura Doherty shared this idea  · 
  20. 5 votes

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    1 comment  ·  Prepare » Design  ·  Admin →
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    Maura Doherty supported this idea  ·