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Settings and activity

12 results found

  1. Add details for new contacts

    9 votes

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    3 comments  ·  Join our feedback community  ·  Admin →
    Nikki Green supported this idea  · 
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    Nikki Green commented  · 

    I would like the email address for remittances to be added to the client record for new suppliers if that's possible.

  2. email trail also going through to accounting software as attachment

    22 votes

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    4 comments  ·  Join our feedback community  ·  Admin →
    Nikki Green supported this idea  · 

  3. Viewing source doc when setting supplier rules/splitting lines

    5 votes

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  4. Save supplier rules with line items where some lines will have negative amounts (for contra accounts)

    3 votes

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  5. Add symbol beside category field (AI vs Supplier Rule vs User chosen)

    3 votes

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  6. Find duplicates across multiple businesses

    4 votes

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  7. Ability to have the "Costs" page as my default landing page in Dext when visiting a client's profile.

    2 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
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    Nikki Green commented  · 

    It would be helpful to be able to set a default screen for when you login or swap between accounts. For example, in the new enhanced view I would like to go straight to Costs rather than the overview.

    Nikki Green supported this idea  · 

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

    5 votes

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  9. Multiple Supplier rules for one supplier

    251 votes

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    Under Review  ·  15 comments  ·  Join our feedback community  ·  Admin →
    Nikki Green supported this idea  · 

  10. Transfer items between users & accounts

    63 votes

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    12 comments  ·  Join our feedback community  ·  Admin →
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  11. Ability to adjust the Bank Match criteria

    7 votes

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    2 comments  ·  Join our feedback community  ·  Admin →
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    Nikki Green commented  · 

    It would be handy if you could search for close matches. With credit card payments often having a small surcharge, the amount charged often doesn't match the invoice amount.

  12. Rejected Items folder

    315 votes

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    28 comments  ·  Join our feedback community  ·  Admin →
    Nikki Green supported this idea  ·