1760 results found
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Krystal Hosting connection
Hi, please could you add Krystal Hosting as a connection?
Krystal Hosting: https://krystal.io/1 vote -
Partial payments - When/How much was paid and how much is still outstanding
Not all invoices are being paid in full at once. Please add an option to mark invoices that are partially paid (instead of the current paid and unpaid only) and add a section when/how much was paid and how much is still outstanding for payment. Thanks.
1 vote -
Add flat rate per diem costs to expense report without receipts
We pay our staff a per diem rate (part or full day) while travelling and don't require receipts. It would be great to be able to add these to Dext expense form - we currently have to use another expense form to include these costs for approval.
2 votes -
See the whole invoice and invoice in one screen eliminating scrolling
It would be great and so much more productive if you could reduce the area around an invoice showing on the screen so we can see all of the invoice and not have to continually scroll for the invoice or the fields used. If you would like more details as I may not be clear please feel free to contact me.
1 vote -
Category Summary report.
It would be nice to be able to have a report section. In this section you could automatically have it total up the money spent or earned in different categories. By clicking on this report it would total up each category and give you a list of each category with their total $.
1 vote -
Partner Invoices
Please improve the invoices partners receive to have a detailed breakdown for each customer similar to Quickbooks invoices. It helps will allocating the costs to customer projects.
1 vote -
DD payments - Customise payments dates from Dext before publishing
To be able to set the payment date on an invoice from Dext for bill paid by DD E.g. a BT bill paid by direct debit. The bill is dated 25/08/2024 and the DD is due to be collected 08/09/2024. If i publish as marked as paid it will add payment as per the invoice date but I want to change the payment date to the DD date. I have also tried publishing to bank but again it uses the invoice date. I still want to add it to bills but do not want it to shown as payable as…
1 vote -
Dext Logo for Practices
Please add logo to your website na dprinting dimension along with colour etc, for client to print it and put on their windows etc. just like XERO and QuickBooks have it.
1 vote -
Supplier name rules & Customer billable rule
I need to be able to set a rule for fast food and other restaurants. Different towns may use a different number etc with causes Dext to create a new supplier. I need it to allow a rule that if "this" is in the document name, then "this" is the supplier.
Also, if a bill is marked for a specific customer then it should automatically be marked billable.
1 vote -
Show bank statement extractions for each bank
Show how many pages have gone through each bank on a line by line level
1 vote -
NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT
NOT TO CREATE A NEW SUPPLIER CARD FILE WHEN PUBLISHING A DOCUMENT AS VISA PAYMENT
2 votes -
Payment Reference for Posting as Paid to Accounting Package (with default option for each payment Method)
Please allow us to add a payment reference to an Invoice/Receipt/Bill when publishing it as paid.
Allow us to assign a Default Payment Reference to a Payment Method that then pre-populates the Payment Reference for All Bills using that specific Payment Method, the user can then manually update each invoice if a change needs to be made or can add a Payment Reference when editing the Invoice.
When the user submits a document as paid to their accounting package it uses this Payment Reference as the Payment Reference for the payment created in their accounting package, this will help the…
2 votes -
Highlight where something has came from
When you click on something it will show you where it has come from. For example the supplier you click on it and it will highlight where it thinks the supplier name has come from. Same for the amount. Sometimes it can be a bit difficult to find out where they have gotten the amount from if you have a long invoice.
1 vote -
Customer Column
When I click on PDF Preview, or Export the PDF version of an Expense Report, I'd like to be able to view the Customer column. At the moment it's only visible on CSV which is not the ideal format for me.
2 votes -
1 vote
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Supplier Statements VAT
Hi, for supplier statements can it extract the VAT breakdown or is there a way to post the VAT breakdown after uploading to Dext please? Thanks
1 vote -
Owner is Supplier
In Sage 50 I post up cash expense claims using the claimant as a supplier. In Dext it would help to have a rule that the supplier is the document owner.
1 vote -
Better Access to Data for Operational Reporting & Analysis
We would like to be able to access our Dext data programmatically and in bulk. It would be great if we could extract detailed transactions data, for example Client Name, Transaction Date, Date Processed, Processed by, Transaction type.
I would also be interested in any other operational fields which Dext collects, for example whether interactions with transactions are logged by individual user.
1 vote -
Sales invoice customer name extraction
Sales invoice customer name extraction. When Dext processes a new sales invoice it checks whether the customer name is existing or new. If it's existing then Dext automatically populates the customer name field. If it's new then Dext suggests that the customer name is populated with the customer name on the invoice. We then have to manually review the list of sales invoices with no customer name, open the invoice record and accept the customer name. Dext will then populate the customer name field. We have many clients (plumbers, joiners, service engineers etc) who work for new clients everyday. If…
2 votes -
Time sheets
excel Time sheets
1 vote
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