1761 results found
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Bulk download items from all client accounts
Have the option to Bulk download the items from all client accounts from a single panel.
2 votes -
2 votes
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Exporting a document to ne purchase order in Xero
Hi; similar to exporting a document to tax invoice in Xero, I'd like to export a document to a purchase order in Xero - the reason being that company procedure dictates that a PO must to be raised in Xero for every purchase before the invoice in Xero is created. Using PO matching with Dext to Xero means I have to create the PO in Xero anyway, which kind of defeats the purpose of streamlining the process.
3 votes -
1 vote
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Email template that can be send to clients from partners
Email template to invite clients of partners to learn more about Dext and join Dext.
2 votes -
Dext prepare stats link with flows in Precision
We have set up monthly flows using Dext Precision and it would be great if there was an automatic check with Dext prepare to show you how many items remain in Dext for processing. This would allow us to check which members of the team are staying on top of their Dext processing.
2 votes -
1 vote
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Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/dissabled
Add "Product/Service" to the primary/additional columns options of line items view so it can be enabled/disabled. At the moment we show this field for all customers integrated with Xero and QBO on the line items view, even if there are no entries pulled/created and the field is actually greyed out. The clients need to have the option to choose what columns/fields are relevant for them.
1 vote -
Be able to choose the currency of the subscription charge
I think you guys are missing the point.
I have gone in and made the changes but it is already too late. The payment went through already for the whole year under the wrong currency because it is not clearly stated what currency the pricing is in. I could have done any currency, i just needed to know which currency it was. So i used the wrong card. It is a sign up issue that can be simply resolved by adding the currency designation next to the price / or an info box that says what currency is being charged.…1 vote -
Toggle Bank Accounts
Being able to toggle off bank accounts when integration exists (Xero). We only want to reconcile credit card transactions, and because we have integrated with Xero it shows multiple bank accounts and makes certain screens difficult to navigate when we want to push follow-ups to people for receipts.
1 vote -
Electronic Filing Cabinet
Please add a workspace that contains general business documents - I have articles of incorporation, contracts, recipes, work agreements, and drawings that were later scanned, and would love a safe space to save and keep my records electronic.
Thanks,
Matthew
1 vote -
Including Tax Code in Default Dext Prepare CSV Export Format
Include Tax Code column along with the tax codes of the items in the Default Dext Prepare CSV Export Format
2 votes -
QBO Self Employed
QBO Self Employed
3 votes -
Minor line adjustments
Add a "Minor Adjustment" feature to invoices/line items. Xero have this feature for adjusting for small amounts. Ideal for rounding errors.
5 votes -
Multiple Customers/Jobs to Breakout A/P Invoice
We would like to see see when you look at your vendor/supplier invoices, that you would have the option to charge multiple customers/jobs and breakout an invoice.
1 vote -
Shop till rolls
I would like to upload a till roll from my shop with daily takings as an income
1 vote -
Ability to set a User's Uploading Permissions
The ability to allow/revoke a user's ability to upload items to an account.
For example, a Partner user would be able to upload only items to a certain client, but not to the Partner account.
1 vote -
Restore categories on invoices when an integration gets disconnected.
When categories get wiped out from a Dext Prepare account, they get erased from the invoices in the 'Archive' page on which they were already picked up.
This being said, it would be good to be a feature that will leet you restore all data that was chosen for an invoice even if this information was wiped out from the account.
1 vote -
Multiple Dext accounts one QBO
You should be able to point more than one Dext account to a single QBO account. It would assist in keeping certain users seperate while still posting to the same QBO account
1 vote -
2 votes
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