1761 results found
-
Adding Combine mode as an email in option for saes/costs
Adding Combine mode to the email in options - often we are sent invoices / remittances where the supplier will provide 1PDF for the main invoice and then a 2nd PDF (in one email) with loads of transaction lines relating to the fist PDF - if this was a hard copy, we would be able to use the mobile app "combine" mode, but this isn't an option on the email in.. 99.9% of the time the attachment order will be the same, the main invoice/remittance page, then the heap of transactions document. it would be really useful if we could…
1 vote -
Multiple Category
In the Category's (Xero cost codes).
Some of my suppliers use multiple category's can you make it so you don't have to scroll through all of them just to get to the couple you use for that supplier.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?
1 vote -
Statement format not only in PDF format
In statements section. Feature to indicate duplicate statements. Also statements section to be able to accept other format of document like those for invoices and not just PDF documents. As when client sends in document via Dext mobile phone app and they take a photo of statement and upload, statement is not available to be transferred to statement section of Dext.
1 vote -
Restrict basic user to accessing dext via website... allow basic user to login & submit document via app only
Restrict basic user to accessing dext via website... allow basic user to login & submit document via app only. T
2 votes -
Attach supporting invoice to Expense Report
I wish to attach the underlying invoice to the expense report in Dext so that when it integrates with QBO, I have the expense report and the underlying invoice together.
6 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
1 vote -
Integrate with Sharefile
Integrate with Sharefile for document storage, thanks
1 vote -
Document reference on credit notes
Document reference should be published for Credit notes as well as invoices to accounting software instead of your item ID which is meaningless in the client accounting software
2 votes -
Dext Practice | Detailed Metric Report (i.e. Features Unitilized, such as Supplier Rules or Payment Methods)
In detail practice insights, such as a list of each client and the features they are or are not using (e.g. supplier rules, payment methods, etc.).
2 votes -
Moving documents between income streams
The ability to transfer documents between income streams for solo clients. I have a client that as a sole trader income and property income and they have uploaded all their documents to the sole trader, even the ones associated with the property income stream, but to swap these over I currently need to download them and then re-upload them. It would be great to have an option, much like the convert to sales option that lets you select an alternative income stream
1 vote -
Selection Counter
Can we get an active count when selecting multiple files? It is tedious to hand-count the number of items selected in the Cost/Sales/Expense Claim/Bank section.
For example, I if I'm merging multiple receipts, and I need to select 21 pages, I have to manually count my selections to ensure that I have actually selected 21 receipts and not 20 or 22. It's a simple addition that would be so helpful. Thank you!1 vote -
Inactive tax rates in QBO
Do not show tax rates in Dext that are inactive in QBO already
12 votes -
BANK DEPOSIT
Add Bank deposit as a transaction type
2 votes -
Sign out of all active sessions
Ability to sign out everywhere by account (not the same as removing all trusted devices, just signing out) - we access some accounts on remote desktop's that others come to use and we want to be able to sign ourselves out of our account on that device.
1 vote -
Enable document backup to Google Drive "Shared Drives" (eg. business/org workspaces), not just Google Drive "My Drive".
Allow document backup to Google "Shared Drives", not just Google "My Drive".
1 vote -
Split Line movement
Ability to move lines up and down when doing split lines.
1 vote -
Acumatica integration
Integrate with Acumatica
3 votes -
Team/Client Groups
The ability to group Clients and/or members of My Team into groups to streamline the process of adding clients and/or staff to Dext, so that both lists are scalable for growing companies.
For example, we have three (so far) back office teams, one front office team, and admins. It would be helpful and much less time-consuming if Clients and/or Team members could be grouped together to mass-add a new client or employee to the system.1 vote -
AI populate Customer, Class and Location fields
Please make an AI effort to populate customer, class and/or location fields, based on the QBO list of what is available.
1 vote
- Don't see your idea?