Settings and activity

13 results found

1. Export & import suppliers & their rules

   47 votes

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   5 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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   Dillon Pettigrew supported this idea  ·  Jan 21, 2023

2. Publish group rates to QBO

   32 votes

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   Under Review  ·  5 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Dillon Pettigrew supported this idea  ·  Jan 21, 2023

3. Publishing partially taxed GST or PST only invoices with second tax extraction turned on

   18 votes

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   0 comments  ·  Prepare » Extraction  ·  Delete…  ·  Admin →
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   Dillon Pettigrew supported this idea  ·  Jan 21, 2023

4. Dext API Access

   164 votes

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   4 comments  ·  Prepare » Integrations  ·  Delete…  ·  Admin →
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   Under Review  ·  Admindominic.pote (Admin, Dext) responded

   Hi,

   Thank you for your patience on this request, we are discussing this internally.

   However you can use Zapier to Connect Dext Prepare to an accounting software that is not currently supported via our API, help centre article here: https://help.receipt-bank.com/hc/en-us/articles/360033470294-How-Dext-Prepare-and-Zapier-can-work-together

   Best Regards,
   Dom

   An error occurred while saving the comment
   Dillon Pettigrew commented  ·  Jan 12, 2023  ·  Delete…

   Hello, having access to DEXT Prepare's API isn't just useful for connecting accounting software. We want to be able to perform analytics on those transactions published from Dext to review accuracy and whether rules can be added to vendors or need to be corrected.

   As an example, If we had access to the DEXT Prepare API, we could have caught the error between Dext Prepare and ApprovalMax where secondary tax is used since we could have reconciled transaction data using Power BI.

   Save Submitting...
   Dillon Pettigrew supported this idea  ·  Jan 12, 2023

5. Extract Location/Tracking category on XERO

   70 votes

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

   Our AI team have been working on this feature and we hope to share more details soon. Thanks for the feedback.

   Dillon Pettigrew supported this idea  ·  Jan 12, 2023

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

   251 votes

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   0 comments  ·  Prepare » Bank  ·  Delete…  ·  Admin →
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   Dillon Pettigrew supported this idea  ·  Jan 12, 2023

7. Ability to export the supplier list and supplier rules

   55 votes

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   1 comment  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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   Dillon Pettigrew supported this idea  ·  Jan 12, 2023

8. Show each tax in CSV download not combined

   5 votes

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   1 comment  ·  Prepare » CSV Export  ·  Delete…  ·  Admin →
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   Dillon Pettigrew supported this idea  ·  Jan 3, 2023

9. Auto-Archiving and Publishing

   2 votes

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   0 comments  ·  Prepare » Publishing  ·  Delete…  ·  Admin →
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   Dillon Pettigrew supported this idea  ·  Nov 21, 2022
   Dillon Pettigrew shared this idea  ·  Nov 16, 2022

10. Assign the 'Publish to' field automatically based to Credit note if the 'Type' field is 'Credit Note'

    9 votes

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    0 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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    Dillon Pettigrew supported this idea  ·  Nov 21, 2022

11. Put Different Colour Flags

    53 votes

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    Under Review  ·  4 comments  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Dillon Pettigrew supported this idea  ·  Nov 16, 2022

12. Option to create tags in Dext Prepare

    51 votes

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    1 comment  ·  Prepare » Workflows  ·  Delete…  ·  Admin →
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    Dillon Pettigrew supported this idea  ·  Nov 16, 2022

13. Multiple Supplier rules for one supplier

    214 votes

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    Under Review  ·  11 comments  ·  Prepare » Rules  ·  Delete…  ·  Admin →
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    Dillon Pettigrew supported this idea  ·  Nov 16, 2022