118 results found
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Streamlining uploads
It would be so helpful if you can add arrows/toggle feature on the front page for "Payment" as you do for "Category" and "Class" so I can make the edit on the front page rather than going into each upload. Thanks.
2 votes -
Document Statuses or marking as New/Unread
It would be really good to have ability to manually mark items as "unread/new" if viewed accidentally, or, alternatively, some other way of setting "statuses", for example "new" or "approved" or "on hold" or something like that, besides the flagging option, in order to be able to tell what is happening with a particular document easily.
2 votes -
2 votes
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2 votes
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Default Zoom Settings
The "Automatic Zoom" doesn't work as anticipated. I have to click the pulldown menu to select "Page Width". Can we have the ability to set this as our default setting?
2 votes -
Add "Managed By" column to main Client View window options
Add "Managed by" column on Client View screen
2 votes -
Show the exact date an item was submitted in the item history of recent items
Show the exact date an item was submitted in the item history of recent items instead of "last Monday"
2 votes -
Show the selected tax rates for Line items on the item's details page
Show the selected tax rates for Line items on the item's details page, instead of clicking on Edit Line Items to see them
2 votes -
Notes on PDF in items Details page
As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.
2 votes -
2 votes
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Have the option to track the login history of users
Have the option to track the login history of users in the account
2 votes -
Dark Mode
Not sure if its possible already, but a 'dark mode' would be beneficial as it would help prevent eye strain. I know this is possible on Word documents and other software, and thought this might be a good idea to translate to Dext too.
2 votes -
Show a list of Exported (downloaded) items if the account is integrated
Have the option to easily show if the item has been exported in the Inbox even if the account is integrated. (Items show as Exported when the account is not integrated)
2 votes -
Open Clients in New Tab
Being able to open different clients in a new tab again would save time.
1 vote -
Please can you display calculated sum(Base Totals) on Active / Selected records?
Please can you display calculated sum(Base Totals) on Active / Selected records?
1 vote -
Flag on Batch
I am writing to bring to your attention an issue we are currently facing with our document upload process. Specifically, we have observed that there is no batch number assigned to either bulk uploads or single uploads. As a result, we are unable to flag invoices or add important notes (such as payment status or cost type) to facilitate their processing.
This lack of functionality has made it challenging for us to efficiently process invoices from our inbox. Since not all invoices contain relevant flags or comments, our team members find it difficult to quickly identify and prioritize tasks.
To…
1 vote -
Client View
I don't like the new interface, it makes it really hard to get back to client view. change it back, this makes it so much more laborious to switch between clients
1 vote -
Different account language for users in the same company
Allow users to choose the language, independently from the account's settings.
1 vote -
Dext Prepare - no more scrolling on right side
Would be great if the fields on the right side were all visible and no need to scroll all the way down to see all the fields. Would save time.
1 vote -
I'm stressed by "Unsuccessful document upload" message
When I send a document that already exists in DEXT, I would appreciate no to receive "Unsuccessful document upload" warning message (which is quite stressful... as I already have trashed the paper bill. A difference message saying "Redundant upload rejected" so I know it is (then I check which document in the trailing text if I want.
1 vote
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