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1788 results found

  1. Connections for Sales - Deliveroo, UberEats, Justeat

    1 vote

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  2. Enable two types of Export: "Export (and update the status) , Export (and do not update status).

    This would enable users to create excel extracts for offline analysis (I use it as a quick way to review income) without overwriting the "InReview / Ready" status info that is othewise visable in Costs Inbox view.

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
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  3. Asset register

    the use of a asset register that can carry out the tasks of depreciation and post them to QB or other chart of accounts allowing a company to keep track of their fixed assets

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  4. By putting the Invoice Fetch setup and management into the Costs Section it would be much easier to see and will encourage clients to set up new ones and manage any current ones that need to be updated. It's lost down in the Business Settings area.

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  5. I think you should add a feature that shows the total amount of the invoices you have selected. For example, you "select" 3-4 invoices, at the top of the page it would show "3 Invoices, £453.23". A dyanmic toggle that would be useful when tallying up invoices to push through to match payments in Xero.

    Xero have this functionality in bills to pay as a reference point.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  6. Currently, the Paperwork Match feature only allows Dext to attach the image/pdf to the transaction in QBO, but it would save sooo much time if Dext could also update other parts of the QBO transaction (like Category, Desc., Memo, Ref., Class, etc.). I often request receipts from clients for expenses I have already added to the books as an "Uncategorized Expense" and it's great that Dext can automatically attach those receipts to the charge, but it doesn't save me from having to still find the transaction in QBO to update other details like the Category, Memo, Class, etc.

    1 vote

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  7. Allow tablet users on the website to scroll down between multiple pages on combined invoices

    1 vote

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    0 comments  ·  Design  ·  Admin →
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  8. Dext Prepare - Audit Trail Report by user for a date range
    The goal is to see what actions an individual user has performed on Dext Prepare for a specific date range. This would be similar to the History by user report in Xero that shows the type of action (e.g. add item, edited item, archived/deleted item, published item) along with the date/time of the action and allow a link to the item to investigate further. This will allow us to investigate what a specific user is doing to identify training needs to improve their use of Dext Prepare.

    2 votes

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  9. It would be really helpful if people could be given permission to see the documents that are processed by other members of their team, without having access to all people

    7 votes

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  10. It would be helpful if in the general settings somewhere we could turn the ‘mark as rebillable’ tab to ‘on’ as default, rather then as ‘off’

    1 vote

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    0 comments  ·  Publishing  ·  Admin →
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  11. Once an item is sent to the Expense claim, the bank match disappears. This is not helpful to me. I need to always see bank matches even when sent to Expense Claim. What would also be helpful is if the bank match matches Sales and auto detect Banking Service Fees.

    1 vote

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    0 comments  ·  Match  ·  Admin →
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  12. As an Accountant User working on my clients accounts I would like to be able to receive email notifications for my clients accounts so that when a document is submitted by any user in this client account Dext Prepare informs me. I would also be able to customise the email notifications I receive for my clients accounts for each client and select what type of emails I receive based on the client (document uploaded, document published, document rejected, etc.)

    6 votes

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  13. Import Tax rates like you can import categories from CSV this will be helpful for clients that are using an unintegrated accounting software, entering them one by one takes a lot of time.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. Multiple receipts in one scanned document would be really useful, instead of scanning one by one the recepits for each meal, or fuel, etc, Same as the Multiple photo option in the App.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  15. It would be helpful to have the Supplier Statements listed on the main practice dashboard so you can see the amount in any client to process like there are for Costs and Sales.

    1 vote

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  16. Purchase Ordering system that syncs with Xero with customisable user access for staff to draft PO's for management approval.

    4 votes

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  17. Sub-Item/Product needed in QBO Inventory. We are a dealership that enters a vehicle as a primary inventory asset and then adds various parts for that vehicle as inventory asset items nested under that primary inventory item. This feature is available in QBO but not in Dext. A drop down bar beneath the new product name to select which existing inventory item the new item belongs with would solve this problem.

    2 votes

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  18. Be able to achieve expenses automatically by rules or via toggle on/off approach under each supplier profile. Currently, the only way is to select the row and then click 'archive' 🤷

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  19. Allow the End User to determine whether a duplicate expense entry is correct or not. With the current set up, the End User is unable to get similar looking expenses into the system and it's quite frustrating needing to wait for the Admin to review and approve. First they must notify the Admin that they are having this issue, then the Admin needs to approve the duplicate item, at which point the End User needs to return to the app to complete the data entry. This process is extremely inefficient.

    There can be two layers of review for duplicates if…

    4 votes

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  20. Would be amazing to be able to create a phrase for Dext to search for - my use case is in Uber and Uber Eats instances where the tip is added after the fact. We get two invoices autosubmitting, one for the original amount and one for the original amount plus the tip.

    If it could recognize the phrase "Thanks for tipping," and note that somewhere viewable before clicking into the receipt it would allow us to be somewhat more efficient in adjusting the extracted amounts to be correct on them.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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