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  1. Make fields mandatory before publishing

    154 votes

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    Under Review  ·  19 comments  ·  Prepare » Publishing  ·  Admin →
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    Jennifer Campbell commented  · 

    Toggle certain fields as mandatory in the settings (ie. Location) - this would prevent publishing docs without this info, when it is required by the client. This would prevent needing to run reports in QBO to figure out which bills need to have their location set if this step is missed prior to publishing.

    Jennifer Campbell supported this idea  · 

  2. Total amount of all the items in the Inbox and Archive to be shown

    9 votes

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    2 comments  ·  Prepare » Extraction  ·  Admin →
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    Jennifer Campbell commented  · 

    It would be great to be able to select inbox/archive items and have them total at the bottom of the page - this would be helpful when multiple invoices are paid with one payment and would eliminate the need to do the math outside of Dext.

    Jennifer Campbell supported this idea  · 

  3. Notes for Bookkeepers - not visible to client

    1 vote

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    0 comments  ·  Prepare » Communications  ·  Admin →
    Jennifer Campbell shared this idea  ·