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6 results found

  1. File name publishing to Xero

    4 votes

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    1 comment  ·  Prepare » Integrations  ·  Admin →
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    Sharon Spouse commented  · 

    Have a setting option you could select for Dext to rename the document from a number to a file name such as invoice date (YYMMDD) and supplier/customer name from the extracted document. This will make the document more easily identifiable when published and when trying to find/view source documents from the backup data.

    Sharon Spouse supported this idea  · 

  2. Backup file naming options tab

    4 votes

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    0 comments  ·  Prepare » Other  ·  Admin →
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    Sharon Spouse supported this idea  · 

  3. Bulk Attachment Download or Inbox Matching Feature for already entered entries in accounting software

    1 vote

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    0 comments  ·  Prepare » Other  ·  Admin →
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    Sharon Spouse shared this idea  · 

  4. Tax code extracting with Line item extraction

    16 votes

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    1 comment  ·  Prepare » Extraction  ·  Admin →
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    Sharon Spouse supported this idea  · 

  5. Attach supporting documents (such as a delivery docket) to an Invoice

    6 votes

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    1 comment  ·  Prepare » Expenses  ·  Admin →
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    Sharon Spouse supported this idea  · 

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

    14 votes

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    2 comments  ·  Prepare » Submission Methods  ·  Admin →
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    Sharon Spouse supported this idea  · 
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    Sharon Spouse commented  · 

    Option to publish the email as well as the cost in Xero when an email is captured in Dext as this will include any invoice summaries, instructions and/or payment approvals when an invoice has been sent via email.