Skip to content

Prepare

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

220 results found

  1. Would like to process Sales Purchase Orders to Xero

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Publishing  ·  Admin →

    Hi,


    Thanks for your feedback. Purchase order functionality is now in Dext. Please see this help centre article for instructions on how to use it:


    https://help.dext.com/en/s/article/how-to-use-purchase-order-match


    Kind regards,

    The Dext Product team



  2. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  3. Hi, you used to have a re-bill tool with Xero integrated accounts for oncharging which was really handy and also allowed me to use RB for accounts receivables. Could you please bring this back

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Other  ·  Admin →
  4. RB cannot send CIS tax rates to QBO properly. Please fix this.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  5. Please can we use the integration with QBDT through Right Networks (which is a popular hosted server in the US)

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  6. Adding more item "Types" for Sales Invoices, as well as the ability to edit the "Type" field and subsequently change the type of item.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Other  ·  Admin →
    Completed  ·  sandra.nordqvist responded

    Hello,

    We’ve added a few new types of Sales documents that can be processed through Dext Prepare, namely Sales Receipts for QuickBooks Online and Sales Credit notes for QuickBooks Online & Xero.

  7. Expense reports should have the same way to view invoice descriptions as the inbox. This is a data management issue for the way we use Dext.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Design  ·  Admin →
  8. 4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. Hi, I submitted a few Bank Statements incorrectly and would like to stop their processing but there is no such option. Please add a cancel button

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Bank  ·  Admin →
    Completed  ·  Velina Zhivkova responded

    Good news, everyone!

    We’ve deployed some changes recently and now happy to let you know you have the ability to cancel Bank Statement Extraction upon uploading a statement. See attached screenshots.

    Truly hope this comes in handy.

    Keep sharing your feedback and thoughts with us, we’d love to hear about your experience!

    Best,
    The Dext Team

  10. 3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
  11. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  12. Please give us the ability to select which client account from Sage to Integrate with RB rather then asking the clients for their login credentials

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  13. I considered signing up to the partner programme but decided it wasn't right for me because you don't have an integration with Reckon Cloud which is the accounting software I use

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  14. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  15. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Integrations  ·  Admin →
  16. Sync QBD Classes and Locations into Dext

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  17. Without digging into multiple layers, we should be quickly able to view the status of each client's back up .. is it on? to where? When was the last back up done?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Design  ·  Admin →
  18. Can you please make it possible for direct clients to also submit bank statements for processing

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Completed  ·  0 comments  ·  Bank  ·  Admin →
  19. When I do my expenses I send a copy of the receipt to Dext but also take a photo and store on my company's server. This is pretty much a backup but it is useful to share with my accountant if needed. I thought rather than taking the picture twice, Dext could simply also upload the file to my server or email me.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Mobile  ·  Admin →
  20. Partner would like the ability to change the layout of the PDF export for Expense reports.

    They have many categories which appear on a separate column. When the categories are too long, the column is wider so the full name can be seen making all the other information small. They want to be able to shorten this or somehow change the way the categories on the PDF export appear so that it does not make the other information hard to read.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Expenses  ·  Admin →

    Hi,


    We recently updated the the expense report PDF format so that it's easier to read. The categories are not summarised at the top instead, so you won't have loads of columns anymore.


    Hope this helps! 


    Anna

1 2 7 8 9 11 Next →
  • Don't see your idea?