Settings and activity
6 results found
-
4 votes
An error occurred while saving the comment 
Tom Earp
supported this idea
·
-
12 votes
An error occurred while saving the comment Tom Earp
commented
This feature was suggested in March 2021, and here we are nearly four years later and nothing has happened. This is basic functionality that is missing.
If I have to go into my accounts package and update the payment date manually then I might as well have just entered the entire invoice manually.Tom Earp
supported this idea
·
-
5 votesTom Earp
supported this idea
·
An error occurred while saving the comment Tom Earp
commented
I would go further and say that full customisation of the backup filename is needed to allow the user to choose what fields are included and in what order.
Just having <Supplier Name> - <Dext Item ID> is not very useful. If someone comes to audit and asks me for the copy of the invoice/receipt from a supplier I've made multiple purchases from in a given month, I have to log into Dext and find the Item ID from the Archive, then find it in the backup folder to make sure I've given them the right one.
The date format would also need to be fully customisable, as different companies/countries have different default date formats. I'm thinking about the obvious difference of day and month being reversed in some cases (e.g. UK vs USA dates), but also companies that enforce policies such as ISO 8601 date/time formatting.
As an example, today's date, 7 May 2024, could be:
07/05/2024 (UK format)
05/07/2024 (USA format)
2024-05-07 (ISO 8601 format)In my situation, the preferred backup filename format would be:
<ISO 8601 format Invoice Date> - <Supplier Name> - <Invoice Total> - <Dext Item ID>.The reason for preferring ISO 8601 formatting of the date is that naming files that way results in most operating systems' file explorers automatically showing items in chronological order, making it much easier to find things.
-
1 voteTom Earp
shared this idea
·
-
47 votesTom Earp
supported this idea
·
-
4 votesTom Earp
supported this idea
·
Yes this would be really useful. The extraction engine makes the same mistakes over and over and there doesn't seem to be any way to report it or make it learn for the future.
Some examples:
A monthly invoice for Apple iCloud storage that literally has the words "Apple Distribution International Ltd" in the footer. I have a supplier account with the exact same name, and it ignores it and tries to create a new "Apple" supplier account every time.
Invoices for Premier Inn hotels. Again, in the footer the words "Whitbread Group PLC" which matches an existing supplier account gets completely ignored and it repeatedly tries to create a new "Premier Inn" supplier account which is not needed.