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8 results found

  1. Find duplicates across multiple businesses

    2 votes

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    0 comments  ·  Prepare » Extraction  ·  Admin →
    Nikki Green supported this idea  · 
    Nikki Green shared this idea  · 

  2. 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  ·  Prepare » Other  ·  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  · 

  3. "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  ·  Admin →
    Nikki Green supported this idea  · 

  4. Multiple Supplier rules for one supplier

    237 votes

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    Under Review  ·  13 comments  ·  Prepare » Rules  ·  Admin →
    Nikki Green supported this idea  · 

  5. Transfer items between businesses

    11 votes

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    3 comments  ·  Prepare » Expenses  ·  Admin →
    Nikki Green supported this idea  · 

  6. Ability to adjust the Bank Match criteria

    7 votes

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    2 comments  ·  Prepare » Bank  ·  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.

  7. Rejected Items folder

    279 votes

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    21 comments  ·  Prepare » Other  ·  Admin →
    Nikki Green supported this idea  · 

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

    3 votes

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    1 comment  ·  Prepare » Line Items  ·  Admin →
    Nikki Green supported this idea  ·