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1788 results found

  1. When uploading pdfs purchase invoices, be able to select the order in which they process.

    8 votes

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    1 comment  ·  Extraction  ·  Admin →
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  2. When adding practice users, complete title (drop down list) and dept (checkbox:accs, vat, bookkeeping etc) to help with email campaigns

    1 vote

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  3. I wish the firm was listed as a checkbox on the client list on the privilege page.

    2 votes

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  4. It is good if DEXT can set users restrictions so they can only use specific projects and/or account categories

    361 votes

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    30 comments  ·  Categories  ·  Admin →
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  5. To be able to submit and upload items with ICS format.

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
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  6. 1 vote

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  7. Restrict Basic users from being able to unarchive items and Expense reports.

    5 votes

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    1 comment  ·  Expenses  ·  Admin →
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  8. 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

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  9. I would like to pull division from Surf Accounts

    6 votes

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    1 comment  ·  Integrations  ·  Admin →
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  10. Being able to add notes for certain supplier that don't need to be published to the accounting software.

    1 vote

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    0 comments  ·  Rules  ·  Admin →
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  11. 4 votes

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    1 comment  ·  Design  ·  Admin →
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  12. 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

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    0 comments  ·  Bank  ·  Admin →
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  13. 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:

    1. Some way of exporting/sending a list of clients with a count what whats in their inbox for our own internal daily KPIs etc

    2. 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

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    0 comments  ·  CSV Export  ·  Admin →
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  14. Admin users able to request supporting paperwork for transactions without being added to Partner dashboard/console

    4 votes

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    0 comments  ·  Expenses  ·  Admin →
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  15. Create 2 effortless expense reports reports based on the payment method for the same user

    3 votes

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    1 comment  ·  Expenses  ·  Admin →
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  16. Just reaching out cause I would like to set up SSO for Dext. We currently use Jumpcloud as our Idp but I couldn't find any documentation for setting up SAML just via Intuit.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  17. Ability to send image/attachment or Sales items when published to MYOB.

    2 votes

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  18. I would like an option in Dext to have receipts, when downloaded, automatically named something other than just a random number. Ideally it would be the vendor name and the amount. For example, "HomeDepot_123.45". Maybe adding the date would be helpful too. Hubdoc does this and it is much easier to find what we need whenever we need to download receipts. It will also be very helpful for our client who has billable expenses because then the attachments will be named and he'll be more easily able to verify that they are the correct receipts. Right now we are having…

    3 votes

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    0 comments  ·  Expenses  ·  Admin →
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  19. 1 vote

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  20. Hi, would it be possible to copy Smart Split Rules to paste into another suppliers account?

    2 votes

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    0 comments  ·  Line Items  ·  Admin →
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