188 results found
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Cost Centres
Cost centres: when a company is integrated with Xero all the tracking categories are imported and you can chose them when posting invoice but when client is not integrated with any software the only option is Projects. We have clients with more cost centres like departments, country, employee. We need to have the option to create more cost centres please
3 votes -
7 votes
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Bulk delete suppliers
An ability to bulk delete suppliers that are not pulled from integration.
2 votes -
create invoices and quotes on dext
Possibility to create invoice and quotes on Dext
15 votesWe are currently testing this functionality and will be looking to get further feedback from interested parties.
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Ability to turn on 2FA for all users
Ability for admin user to turn on 2FA for all users in the account in order to make their accounts more secure.
12 votesWe are looking to enable 2FA for all accounts.
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Sales/Income Reports
The ability to create, edit, and use Income/Sales Reports, much in the same way Expense Reports work, but for Sales items instead.
20 votes -
Expense Approver privileges
We would like Expense Approvers to be able to see their items only, just like Basic users
17 votesWe are currently working on this
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JPEG to PDF
There should be a way to change the type of file from a JPEG to a PDF within Dext. As accountants we often need to download and drag files from Dext into Caseware for year-end work and JPEGs don't work for that, nor do they print well to PDF. Thank you!
10 votes -
Correct/Edit Missing Paperwork list of transactions
Some transactions from the Missing Paperwork list will not require images attached, so users would like to have the option to dismiss or disable this on a supplier level.
4 votes -
Ability to merge processed Bank Statements
Ability to merge processed Bank Statements
8 votes -
Ability to filer items based on their rebillable status
Show an check-box in the Filter option for the re-billable status of the items
5 votes -
Transfer items between users & accounts
I would like to be able to move incorrectly uploaded items from one user to another within an account or within different ones. This is particularly key for my clients with multiple entities
48 votes -
Transfer Clients to another accountant/ remove clients
option to transfer a client from one partner to another directly from their dashboard or an option to remove the client
20 votes -
11 votes
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Review Paperwork requests via the Web app
Review paperwork requests via the web app as on the Mobile
13 votes -
25 votes
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support canadian tax (dual tax) without the need of an integration
Dual tax is only extracted when connected to an accounting software. Client would like to be able to extract dual tax when not integrated as well
19 votes -
option to search for items using the publish/archiving date
option to search for items using the publish/archive date instead of the invoice date when using the advanced search
12 votes -
Auto-Crop Receipts
Please add the ability to automatically crop receipts. Possibly with auto-rotating and resizing. Machine learning can greatly simplify/assist in this.
10 votes -
Allow users to update or change an exchange rate
As there are many differences in the exchange rates used by the client's banks, it would be great if users could enter an exchange rate by themselves and change it if necessary. Thus, they won't need to edit hundreds of items, they will only have to update the rate.
21 votes
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