Settings and activity

48 results found

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

   251 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Apr 24, 2023

2. QBO Journal Entries

   6 votes

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   0 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Apr 24, 2023

3. Publishing History

   10 votes

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   0 comments  ·  Prepare » Publishing  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Apr 24, 2023

4. Edit the layout of the columns in the Workspaces.

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   1 comment  ·  Prepare » Design  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Apr 24, 2023

5. Mark Sales items as paid for Sage Accounting

   2 votes

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   1 comment  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Apr 24, 2023

6. Default Document Owner

   18 votes

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   1 comment  ·  Prepare » Submission Methods  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Apr 24, 2023

7. Make the date field blank if there's no extracted date on receipt

   7 votes

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   0 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Apr 24, 2023

8. Option to select "Tax Exclusive"/"Tax Inclusive" when publishing items to Xero

   26 votes

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   Under Review  ·  0 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Apr 24, 2023

9. Option to create tags in Dext Prepare

   52 votes

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   1 comment  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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   Maura Doherty supported this idea  ·  Apr 24, 2023

10. An ability to draw, write or black out words on the images uploaded to Dext

    104 votes

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    1 comment  ·  Prepare » Other  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Apr 24, 2023

11. Project visibility in Expense Reports

    18 votes

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    Under Review  ·  1 comment  ·  Prepare » Expenses  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Oct 27, 2022

12. Select the order that items are merged in

    170 votes

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    24 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Under Review  ·  AdminStephen Edginton (Admin, Dext) responded

    We are looking to make this possible, thanks for the suggestion

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    Maura Doherty commented  ·  Oct 27, 2022  ·  Delete…

    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.

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    Maura Doherty supported this idea  ·  Oct 27, 2022

13. Default Category rule per user or per payment method

    93 votes

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    1 comment  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Oct 27, 2022

14. Transferring Check # when publishing items to Check in QBO

    20 votes

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    Under Review  ·  1 comment  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Oct 27, 2022

15. Make paperwork URL visible within Dext web app

    2 votes

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    0 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Maura Doherty shared this idea  ·  Aug 25, 2022

16. Ability to export the supplier list and supplier rules

    97 votes

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    7 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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    Under Review  ·  Adminjames.carrington (Associate Product Manager, Dext) responded

    Hi,

    
    

    Thanks for taking the time to suggest this idea. We will be assessing the technical feasibility of this and will provide an update once we understand the possibilities for this request.

    
    

    Kind regards,

    The Dext Product team

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    Maura Doherty commented  ·  Aug 5, 2022  ·  Delete…

    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.

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    Maura Doherty supported this idea  ·  Aug 5, 2022

17. "Supplier/customer duplicates" function should scan for naming convention - eg. "Smith, John" vs. "John Smith"

    5 votes

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    0 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Nov 1, 2023
    Maura Doherty shared this idea  ·  Aug 4, 2022

18. Option to Remove Product/Services from the sidebar if we do not use them

    5 votes

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    1 comment  ·  Prepare » Design  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Aug 3, 2022

19. Bulk CSV export Expense Reports showing the Category of each item

    9 votes

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    1 comment  ·  Prepare » CSV Export  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Aug 3, 2022

20. Bulk Edit Sales Receipts as paid and to which bank account

    3 votes

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    0 comments  ·  Prepare » Submission Methods  ·  Delete…  ·  Admin →
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    Maura Doherty supported this idea  ·  Aug 3, 2022