158 results found
-
Payment Method - DIRECT DEBIT
It would be great if there was an option for a payment method of "Direct Debit", so invoices are separated from the invoices that are awaiting payment.
3 votes -
sharing invoice with another dext account
sharing an invoice to another client account.
often is happening that an invoice is uploaded in the wrong amount by the client if they have more than one company. this way we can send the invoice to the correct dext company account without downloading the document s and uploading it again.3 votes -
Be able to crop/edit uploaded items
Be able to crop/edit items already added to the account to avoid background distractions for the client, show only the receipt
3 votes -
Assign multiple tracking categories to a document
Assign multiple tracking categories to a document
3 votes -
Bulk Edit more fields for Sales items
Add the following fields for bulk editing:
1. Category. Right now there are only Products/ Service
2. Paid
3. Paid by
4. Which bank account it is deposited into.3 votes -
Archiving option for paperwork match via System settings
Archiving option for paperwork match via System settings
3 votes -
File Storage option to specify location on drive for backups
File Storage feature update to allow us to choose the preferred location on the drive to save the Dext folders.
3 votes -
Automatic reporting showing the VAT total of all uploaded documents.
In the sense of after each upload an updated VAT total overall with everything that has been uploaded.
3 votes -
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 -
Ability to have the "Costs" page as my default landing page in Dext when visiting a client's profile.
I used to switch clients and immediately be in the "Costs" page. Now I have to do extra clicks to get there as it is going to the Overview page. I would like to be able to set the default landing page for clients.
2 votes -
sort by tax
Could we sort by tax in the Costs page? That would be a workaround to solve my Uber/Eats tip invoices issue.
2 votes -
keyboard shortcuts for dates
QBO has keyboard shortcuts to toggle through dates. I would love this in Dext.
Next day + (plus key)
Previous day - (minus key)
Today T
First day of the Week W
Last day of the week K
First day of the Month M
Last day of the month H
First day of the Year Y2 votes -
A place to store contracts, W9s, etc
Have a documents section (similar to bank documents) that allows for storage of contracts, W9s, etc, with the ability to relate them to customers or suppliers. Thanks
2 votes -
Retain Original Email Trail after merging documents.
Retain Original Email Trail after merging documents.
2 votes -
Purchase order creation
Can we add and feature to create a Purchase order In dext which can be inegrated to Xero as well as approvalMax for proper Audit trail.
2 votes -
Convert to sales - stay in cost section
when in a cost item and you change it to a sales item, have the option to stay in the cost section and not move to the sales section. We can then reconcile all the cost items and then move to the sale items.
2 votes -
2 votes
-
search by document reference
allow search by document reference
2 votes -
maybe a feature which simply lets you split pages but choose which pages to split would be great
maybe a feature which simply lets you split pages but choose which pages to split would be great
2 votes -
Bulk update user's account details
Bulk update all our users' account details, namely the emails they use to sign into their accounts.
2 votes
- Don't see your idea?