1788 results found
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Control which clients can have access to paid features on partner accounts
Block specific clients from accessing paid features on the partner's account.
Control which clients can access and used paid features such as:
BSE
LIX
Supplier statements
BoostsSometimes a client will use this YET the partner is billed unknowingly...
I have had this requested so many times across my partner base!2 votes -
1 vote
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importing income statements
Being able to import income statements
1 vote -
More options to customize user roles - eg. give non-Admins access to Bank Feed/Request Paperwork
I only just realized that an "Expense Approver" user can't see any of the Bank Feed info, or use any of the Request Paperwork functionality?? This would be a huge benefit to my clients (especially the ones who have their own company credit cards), but I don't want to make them all Admins just so they can have access to paperwork matching features, and I don't want to have to go through the Paperwork Match feature (which doesn't work that well) and figure out for them which things are missing when it would be way easier for them to know…
3 votes -
1 vote
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Match multiple images with Paperwork Match
The ability to match multiple images to payments in QB with Paperwork Match
27 votesHi,
Thanks for your value feedback, we will be investigating solutions for how we might enable paperwork match suggestions when one or more items has already been matched to the transaction in the accounting software.
We will provide an update via email once we have found a solution to give an idea of timelines.
Thanks again,
The Dext Product Team
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AI description suggestions
I just wanted to leave feedback about your AI feature, for suggesting the description for expenses. The AI adds 'for the office' for no apparent reason, which I think should be changed. Many expenses don't apply to an office. The company I'm currently working on is construction, and when it pulls a description, for example "paint and brushes", it will add 'for the office' at the end and I always have to remove it.
1 vote -
Handle Stripe emails attaching invoice and receipt (both in PDF)
Be able to accept emails that attach both an invoice and receipt in PDF. Stripe sends emails like this routinely, and if Dext doesn't accept emails with two attachments, then user must manually remove one of the attachments before sending. Stripe is a major payment processer for the vast number of online software subscriptions services in North America, so many customers get email from their suppliers (sent via Stripe) that contain both invoice and receipt. The service providers typically cannot control how these emails are configured or where they go, so it would be incredibly helpful if Dext could accept…
1 vote -
Increase the automatic refresh from Xero to Dext
Increase automatic refresh for 48 hours
2 votes -
Employee Certification Tracker for Practices
Add a column on the colleagues tab to show employee certification status. This ensures practices would be able to track whether an employee has completed their certification, highlighting those that have not. This will enable practices to better chase staff to complete their certification.
In addition, I would also suggest adding an export function for this list which includes the following: first name, last name, email address, linked to account, privilege level, location, status (i.e. certified or non-certified), date of certification obtained and expiry date.
MORE CERTIFIED STAFF = MORE COMPETENT STAFF
5 votes -
Multiple business centers expenses on one invoice!
Ability to code out items from the same invoice into multiple expense codes
1 vote -
expense claim due date
It would be nice to have the option to enter a due date for expense claims so that when we publish them as a Bill to QBO, the report date AND the due date will publish. Currently the publish date is both the bill date and the due date.
1 vote -
Save Highlighted Text
What is the point of having a highlighter feature when it doesn't save what you have highlighted on the document?
2 votes -
Add Deposit method
Add a method to add Deposits from Dext straight into Quickbooks. Now when we get a cheque, we have to manually enter it into Quickbooks instead of being able to use Dext's automatic software.
1 vote -
MYOB INVOICE - Item Type
Having DEXT send Purchase invoices to MYOB in ITEM format not service or professioanal
1 vote -
Investment statements
I was just wondering if Dext could integrate with monthly investment portfolio statements?
1 vote -
Export expenses in Pastel Partner format
Export expenses in format that can be imported in Pastel Partner Supplier journal without so much editing needed
1 vote -
number of statements outstanding on summary page
The new statements functionality is great. On the summary page it would be useful to see the number of supplier statements outstanding for reconciliation, just as we can for cost and sales items.
1 vote -
Multiple rules for suppliers option on an amount basis
If a supplier was to have regular invoices for the same amount, would it be possible to set multiple condition rules on an amount basis, rather than just rules for the supplier in general?
For example if multiple HPs was to be taken for multiple vehicles from the same supplier, but the monthly payments stay the same and need split line items to contain correct VAT treatment (10%)
This would remove manual time when bookkeeping.
1 vote -
Bank Statement Extraction only subscription
Would be a good idea to be able to have a Bank Statement Extraction only subscription to be able to export line items into a csv. This could either be billed on a page basis or a monthly subscription cost for unlimited pages
1 vote
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