1761 results found
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Search/Advanced Search improvement
The Advanced Search feature should show up on the search function as soon as you go into the supplier list, not once you go into the archive view for a specific supplier. It would be nice to search ALL entries for a particular date range either by all users or a particular user. You can do it once you go into a specific supplier archive view and just remove the supplier name at the top, put in the date range, and user name but it should be easier to find than that. I would like to be able to search…
5 votes -
Bank Statement Extraction to download in ofx file
A Partner wanted to export Bank Statement Extraction in ofx format as they wanted to import in Sage.
2 votes -
When uploading pdfs purchase invoices, be able to select the order in which they process.
When uploading pdfs purchase invoices, be able to select the order in which they process.
8 votes -
When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns
When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns
1 vote -
Amend timing of notifications
Can you please either advise how to amend or for you to change the timing of notifications via email. I am receiving DEXT email notifications at or around midnight which is somewhat frustrating. I will be extremely happy for emails and or notifications to be scheduled during normal working hours.
Kind Regards
An extremely tired Customer1 vote -
Ability to limit colleagues to submit items on Partner's account only on client
I wish the firm was listed as a checkbox on the client list on the privilege page.
2 votes -
To be able to submit and upload items with ICS format.
To be able to submit and upload items with ICS format.
1 vote -
1 vote
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Restrict Basic user to unarchive options
Restrict Basic users from being able to unarchive items and Expense reports.
5 votes -
Integrate with Unleash (Stock software)
Sales function: we are thinking to send sales order to Dext Prepare then Dext send sales order information to Unleashed a stock software. Is this doable? Thanks.
2 votes -
Add division from Surf Accounts
I would like to pull division from Surf Accounts
6 votes -
User Restrictions
It is good if DEXT can set users restrictions so they can only use specific projects and/or account categories
358 votesWe are exploring the best way to handle more advanced user restrictions
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Notes for suppliers.
Being able to add notes for certain supplier that don't need to be published to the accounting software.
1 vote -
4 votes
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Ability Export Full bank in one export
Ability in dext prepare to tick to select all on bank processed statement screen and export all rather than export one by one
5 votes -
Exports and Reports needed
Decided to trial Dext Prepare for 12 months with a handful of clients.
If we were to migrate the rest of our clients to you, we would need the additional functionality:Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc
Some way of exporting the supplier list showing each default account category its set, plus the other fields including whether it is set to auto-publish. This would be for our financial controller to review the supplier config settings all in one go across all clients
2 votes -
Duplicate criteria (transactions type)
Checking of duplicates is not robust enough compared to Expensify from using the two systems. Add in more criteria such as same date and amount not just transaction type. This can be flagged for user to review and accept the duplicates if they are not. For example, the same transaction with a summary receipt and a detail receipt from a Visa transaction can have different transaction types. But the amount, name and date will be the same, this kind of transactions should be flagged for review.
16 votes -
Admin User with Request Data Option
Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console
4 votes -
Create separate Effortless Expense Reports by Payment Method for the same user
Create 2 effortless expense reports reports based on the payment method for the same user
3 votes -
Include a link to the already existing item
For error message saying the document was rejected because it already exists in the account - if in the error message it can include a link to the previously uploaded document.
4 votes
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